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Falcon Wealth Planning: Your trusted Fee-Only RIA staffed by Certified Financial PlannersTM.
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DirectionsAbout Irvine, California, USA
MoreThe city offers numerous attractions, from the expansive Great Park—a former Marine Corps Air Station featuring recreational amenities and botanical gardens—to the vibrant Irvine Spectrum Center known for its shopping, dining, and entertainment options. The University of California, Irvine (UCI) enhances the city's cultural appeal, alongside coastal retreats at Newport Beach and Laguna Beach. Economically, Irvine thrives on sectors like technology, healthcare, and education with major employers such as Broadcom and Edwards Lifesciences driving innovation. The local economy is supported by resources from the Irvine Chamber of Commerce, while transportation is bolstered by proximity to John Wayne Airport and key interstates.
Community resources in Irvine are robust, with top-rated schools, extensive library programs, and comprehensive healthcare facilities. Recreation is abundant through parks and sports complexes. Safety remains a priority, as evidenced by low crime rates compared to national averages. The city's climate offers warm days, mild evenings, and minimal rainfall, ideal for outdoor activities amidst picturesque hills and coastal views. Irvine’s commitment to master planning ensures a balanced lifestyle with diverse dining, shopping, and recreational opportunities, making it an appealing place to live.
Nominated for BestAround
Falcon Wealth Planning distinguishes itself in the financial advisory sector through its unwavering commitment to personalized, fee-only service, a model that has garnered consistent praise from clients across various demographics. With over three decades of experience, the firm positions itself as a leader in tax planning and comprehensive financial management, offering tailored solutions for everything from retirement planning to estate protection. This dedication is underscored by its Registered Investment Advisor (RIA) designation, which mandates a high standard of professionalism and integrity.
The firm's success is notably reflected in the positive testimonials from clients like Peter Lombardi and Sam Bigharaz, who highlight their deep understanding, clear communication, and exceptional service. Peter's ability to demystify complex financial concepts and Sam's patience and educational approach are frequently cited as key factors in their high satisfaction levels. These attributes foster a strong sense of trust and partnership, essential elements in the often intimidating world of financial planning.
Falcon Wealth Planning's emphasis on transparency and objectivity, reinforced by its fee-only structure, sets it apart from competitors who may prioritize commission-based models. This approach not only ensures that clients receive unbiased advice but also allows the firm to allocate resources fully to client needs, enhancing the quality of service. The consistent positive feedback suggests that Falcon Wealth Planning effectively builds long-term relationships based on trust and reliability, making it a credible contender for the "BestAround" accreditation.
About Falcon Wealth Planning
Falcon Wealth Planning stands out in the financial advisory landscape as a trusted, fee-only firm dedicated to providing personalized and transparent financial planning and investment management services. With over 30 years of experience, Falcon Wealth has established itself as a leader in the industry, particularly recognized for its commitment to client-first principles and its expertise in tax planning. The firm's mission is to simplify complex financial matters, making it easier for individuals to build, manage, grow, and protect their assets through life transitions.
As an Award-Winning Registered Investment Advisor (RIA), Falcon Wealth Planning adheres to the highest standards of professionalism and integrity. Their investment planning process is deeply rooted in tax considerations, recognizing that optimizing tax efficiency can significantly enhance wealth accumulation. This focus on tax planning extends to a wide range of services, including retirement planning, investment management, financial planning, and estate planning. The firm's team of CFP®-certified financial planners regularly reviews their investment strategies to ensure they are aligned with clients' evolving needs and market conditions.
A key differentiator for Falcon Wealth Planning is its commitment to transparency and objectivity. By maintaining a fee-only structure, the firm ensures that clients receive unbiased advice without the pressure of meeting commission-based targets. This approach not only builds trust but also allows financial planners to focus on creating comprehensive, personalized solutions tailored to each client's unique goals and circumstances. Whether serving small business owners, nearing retirees, or individuals looking to increase their wealth, Falcon Wealth Planning is dedicated to providing the guidance and peace of mind that clients deserve.
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What Customers Say
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Official Google Reviews
The customer experiences with Falcon Wealth Planning, particularly with Peter Lombardi and Sam Bigharaz, stand out as consistently positive and highly recommended aspects of their service. Peter is frequently praised for his deep understanding, clear communication, and personalized approach, which have been instrumental in helping clients navigate complex financial landscapes and achieve their long-term goals. His expertise and dedication are evident in the trust and satisfaction clients express, often citing his ability to explain intricate financial concepts in accessible terms as a key factor in their positive experiences.
Sam Bigharaz, on the other hand, is consistently highlighted for his exceptional service and educational value. Clients appreciate Sam's patience, thoroughness, and genuine passion for helping others achieve financial security. His consultations are described as informative and engaging, providing clients with actionable insights and practical advice that go beyond mere transactional services. The positive feedback often centers on Sam's ability to demystify financial planning, making it accessible and less intimidating for those new to the field.
While the reviews do not explicitly mention specific individuals by name, the consistent themes of professionalism, expertise, and client-centric service suggest that these are the core qualities that Falcon Wealth Planning aims to embody. The feedback indicates a strong sense of partnership and trust between clients and their advisors, which is crucial in financial planning where long-term relationships and reliability are paramount. The high ratings and enthusiastic recommendations underscore the effectiveness of Falcon's approach in helping clients achieve their financial objectives with confidence and clarity.