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Falcon Wealth PlanningFinancial advisor in San Jose, CA

Falcon Wealth Planning is a financial advisor at 2570 N First St #200, San Jose, CA 95131, ranked #16 of 255 financial advisors in San Jose and rated 4.8 from 16 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Jose, CAUpdated 0 paid placements in any rankingHow we rank

Call (855) 963-2526Website ↗

Key facts

Key facts about Falcon Wealth Planning
Address2570 N First St #200, San Jose, CA 95131Get directions
Phone(855) 963-2526
Websitefalconwealthplanning.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.8 from 16 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Jose and 11 towns within 25 miles: Santa Clara, Milpitas, Alum Rock, Sunnyvale, Campbell, Cupertino, Communications Hill, Mountain View, Saratoga, Los Altos and Los Gatos.

Based in San Jose, CAView on map

Opening hours

Opening hours for Falcon Wealth Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Falcon Wealth Planning

How is Falcon Wealth Planning ranked in San Jose?

Falcon Wealth Planning is ranked #16 of 255 financial advisors in San Jose by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Falcon Wealth Planning’s hours?

Falcon Wealth Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Falcon Wealth Planning serve?

Serves San Jose and 11 towns within 25 miles: Santa Clara, Milpitas, Alum Rock, Sunnyvale, Campbell, Cupertino, Communications Hill, Mountain View, Saratoga, Los Altos and Los Gatos. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Falcon Wealth Planning?

Falcon Wealth Planning has a rating of 4.8 from 16 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Falcon Wealth Planning?

Call Falcon Wealth Planning on (855) 963-2526. The business is at 2570 N First St #200, San Jose, CA 95131. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Falcon Wealth Planning compared with nearby businesses
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Falcon Wealth Planning (this business)—664.8 (16)NoNo
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