Remote Jobs at Falcon Wealth Planning, Inc.
Falcon Wealth Planning, Inc.
51 - 200 employees
Founded 2015
💸 Finance
💼 Consulting
👥 B2C
Finance • Consulting • B2C
Falcon Wealth Planning, Inc. is a fee-only Registered Investment Advisor and fiduciary financial planning firm that provides personalized financial planning, tax & consulting, and equity/stock planning services to individual clients across the U. S. The firm markets itself as NAPFA-registered and staffed by CERTIFIED FINANCIAL PLANNER™ professionals; their site highlights tools such as RSU and ISO calculators, concentration-risk and tax simulators, and other equity planning resources. Falcon emphasizes transparent, objective planning ("Planning Made SimpleTM"), advertises hundreds of Google reviews and over $1. 4B in assets managed, and offers consultations, client portals, and published resources for building and protecting wealth.
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