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Falcon Wealth Planning
Navigating Your Financial Future with Expertise and Care
4.8
Business
$$$
Navigating Your Financial Future with Expertise and Care
Falcon Wealth Planning, located in San Jose, CA, is dedicated to providing exceptional financial planning services with a focus on retirement strategies. With a perfect 5-star rating from satisfied clients, the firm, led by Ron Guay, emphasizes professionalism, transparency, and personalized, holistic financial approaches. The team takes pride in thorough assessments of clients' financial scenarios, ensuring everyone understands their options and planning paths clearly. Whether you are just starting to think about retirement or looking to refine your strategy, Falcon Wealth Planning is here to guide you every step of the way.
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Comprehensive strategies to help you plan and navigate a secure retirement with detailed projections and options.
Personalized reviews of your current financial situation with clear explanations and actionable advice.
Expert advice on investment options tailored to your goals and risk tolerance for long-term growth.
Holistic management of your finances to optimize assets and plan for future financial security.
Patient, detailed sessions to help you understand complex financial concepts and make informed decisions.
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Overall rating
Melissa McGann
A big THANK YOU to Ron for your assistance as we start to thoughtfully navigate our plan for retirement! Our meetings with you were very beneficial in helping us have a holistic approach to our finances, and we look forward to working with you over the coming years.
Ram
I have had the pleasure of working with Ron Guay and found him to be very knowledgeable, understanding and most importantly customizing the actions to what is best and really needed for me. Very happy with his knowledge and work and would happily recommend him.
garjo27
Kevin Mayo was extremely helpful in evaluating and making meaningful recommendations to my current retirement plan. His analysis covered strategies for retirement account withdrawals,, IRA conversions, Tax optimization, as well as goal and legacy planning. I highly recommend giving FWP an opportunity to review your current retirement plan and objectives.
Noorin Bhanji
If you are looking for a financial advisor who is smart, a great communicator, patient, and generous with their time and expertise -- you must contact Ron. I have a fairly nascent understanding of finances, and found Ron to be a great partner - he has a uniquely excellent ability to explain concepts I couldn't understand. He helped me plan future scenarios, and gave me the confidence and information I needed to set up my financial future.
Pedro Morales
I had the pleasure of having retirement planning done with Ron Guay, from Falcon Wealth Planning. Ron was extremely professional, and more over, caring. He always took great care to clarify the current situation and possible short/long term futures. The planning was divided in very clearly structured sessions where Ron went into great detail explaining the assumptions, the different choices and the possible outcomes. I must say that after having done this I have a much better understanding of what I need for retirement, a better plan and a confidence on how I'm going forward. Greatest appreciation to Ron Guay and Falcon Wealth Planning!
Areeb Hafiz
I met with Chris Carreon today who offered a complimentary financial review that lasted for an hour and a half, and I cannot emphasize how valuable his input was. It wasn't life-changing advice that he offered, it was the free education summarized in a manner that was easy for me to understand. The only reason I was looking for a financial advisor was because I do not have the time, experience or education to invest and allocate my finances. Not once did he try to offer me any brand-specific deals/investments/products. I spent years trying to invest on my own, but I could not dedicate the hours of learning required to "beat the market". Chris laid out high-level recommendations of how to allocate my finances. He offered me many options, but not too many to overwhelm or confuse me, to get me started on my own. He offered me a second complimentary financial review next year to hold me accountable and see how I've implemented his suggestions.
