Falcon Wealth Planning, Inc.

Falcon Wealth Planning, Inc. Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take.

$1.7+ trillion valuation.$135/share expected offering price.June 11 market debut.The SpaceX IPO is shaping up to be one ...
06/09/2026

$1.7+ trillion valuation.
$135/share expected offering price.
June 11 market debut.

The SpaceX IPO is shaping up to be one of the most anticipated public offerings in market history.

As demand builds, volatility could follow. While many investors focus on the headlines, ticker symbol, and launch date, the more important question is:

What should you do when the stock actually starts trading?

Swipe through for a fiduciary perspective on the key dates, valuation metrics, and potential risks investors should understand before SpaceX reaches the public market.

From California → Washington D.C. The Falcon team is at the Synergy Conference this week—learning, networking, challengi...
06/05/2026

From California → Washington D.C.

The Falcon team is at the Synergy Conference this week—learning, networking, challenging ideas, and continuing to raise the standard.

Because great planning isn't built by standing still.

It's built by staying ahead.

New insights
New strategies
New relationships

Now it's time to bring it home.

Market growth can change more than account balances — it can change risk exposure too.Over time, portfolios can drift aw...
06/03/2026

Market growth can change more than account balances — it can change risk exposure too.

Over time, portfolios can drift away from their original allocation, potentially changing how much risk investors are taking without realizing it.

When was the last time you reviewed yours?

Educational purposes only. This content should not be considered investment, tax, or financial advice.

$2 BILLION!🎊This milestone isn’t just ours. It belongs to every client who trusted us with their financial future and ev...
06/02/2026

$2 BILLION!🎊

This milestone isn’t just ours. It belongs to every client who trusted us with their financial future and every team member who shows up every day committed to serving others at the highest level.

Reaching $2 Billion in Assets Under Management is more than a number. It’s a reflection of the relationships built, the trust earned, and the hard work behind the scenes from an incredible team.

To our clients: thank you for trusting us.

To our advisors and staff: thank you for your dedication, commitment, and countless hours that helped make this possible.

Here’s to the next chapter.

Tax planning isn't just about what happened last year — it's about preparing for what's ahead.New tax rules and upcoming...
06/01/2026

Tax planning isn't just about what happened last year — it's about preparing for what's ahead.

New tax rules and upcoming deadlines may create new planning considerations for investors and business owners. Swipe through for a few key updates you should know.

Comment FREE CALL to schedule a complimentary educational conversation with our team.

Educational purposes only. This content should not be considered tax, legal, or investment advice.

Many parents wait too long to start planning for education.The reality? Small contributions made early can create massiv...
05/29/2026

Many parents wait too long to start planning for education.

The reality? Small contributions made early can create massive long-term flexibility later.

A 529 plan isn’t just about paying for school.
It’s about creating options for your child’s future.

Many investors have no idea how their advisor actually gets paid.And that matters more than most people realize.Fee-only...
05/27/2026

Many investors have no idea how their advisor actually gets paid.

And that matters more than most people realize.

Fee-only and fee-based are not the same thing — and the difference can directly impact the advice you receive.

Swipe through 5 fee-only fiduciary facts every investor should know before trusting someone with their wealth.

Today, we remember and honor the brave men and women who made the ultimate sacrifice for our country and our freedom.The...
05/25/2026

Today, we remember and honor the brave men and women who made the ultimate sacrifice for our country and our freedom.

Their courage, service, and sacrifice will never be forgotten.

From all of us at Falcon Wealth Planning, we wish you and your family a meaningful Memorial Day.

05/22/2026

At Falcon Wealth Planning, we are profoundly grateful to those who gave their lives for our country.

We wish you all a safe and blessed holiday weekend as we remember our heroes.

If you’re nearing retirement or already retired, 2026 could bring planning opportunities many people completely miss.Fro...
05/20/2026

If you’re nearing retirement or already retired, 2026 could bring planning opportunities many people completely miss.

From higher contribution limits to expanded catch-up windows and potential estate planning changes, the decisions you make now may directly impact how much you keep later.

Many retirees focus on saving more. Few focus on coordinating taxes, withdrawals, and long-term strategy together.

Swipe through for 3 retirement planning changes every retiree should be paying attention to.

Address

3400 Inland Empire Boulevard #100
Ontario, CA
91764

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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