Falcon Wealth Planning - Ontario, California

Robert Yamamoto

I had been with my former financial advisor with a recognized company for years. I had always felt that there were probably better options. Heck, I compare insurance options, phone services, car repair shops and vacuum cleaners. So when I finally decided to investigate financial planning options, I interviewed ten companies. Five companies were local and five had offices throughout the US.

The company that stood out was Falcon Wealth Planning. They offered the complete package from well managed investment of retirement accounts, providing options to minimize taxes, coordinating estate planning, etc. This company set an appointment and many follow-up appointments to show me what they offer and what they were going to do for me. This was all happening when I was still looking at other companies and I had not made any commitments.

Their representative, Quinn Carranza, made me feel supported and valued. We are not rich but do have a nest egg that we want to protect and grow. We feel that we can do that with Falcon and Quinn. Once we signed on with Falcon, the appointments have been regular and helpful. Quinn has been helping us engage in estate planning and tax optimization. My wife and I are very happy about our choice to move to Falcon.

Sati McLafferty

We have really appreciate all the work Ryan Perry has done for us. He has been great to work with. Very communicative and thorough. He's always very quick to answer my questions and if he can't answer them, he finds someone who can. I especially love that the financial planners here are fiduciaries, and not just trying to sell me something. They're working in my best interest always.

Jarret Young

I have had a great experience using Falcon Wealth Planning. My financial planner Ryan Perry has provided me a ton of information and answered all my questions. He provided a comprehensive financial plan for my wife and I. I have always felt like I was in 100% control and I never felt any pressure to do anything. I am already getting a better return on my investments with Falcon Wealth then with my previous financial advisor.

I would recommend Falcon Wealth and Ryan Perry to all my family and friends.

Saman Ghaemmaghami

I had an excellent experience with Falcon Wealth during my free consultation. They took the time to meet with me twice, spending an hour each session to review my financial situation and provide personalized tips and advice to help me reach my goals—all at no cost! Quinn Carranza, the financial advisor assigned to me, was especially helpful, offering clear and practical guidance. I highly recommend them for anyone seeking trustworthy financial advice!

Deana Lozano

I’ve had a great experience working with Ryan Perry of Falcon Wealth Planning. Ryan has been incredibly knowledgeable and helpful in guiding me toward a better understanding of my financial health. He takes the time to thoroughly explain my options and created a personalized plan that aligns with my goals. Thanks to his expertise, I now feel more confident about my financial future and how to manage it effectively. I highly recommend Falcon Wealth Planning to anyone looking for professional and insightful financial guidance.

john walters

I have been working with Ryan Perry and Falcon Wealth Planning for over a year now and have found them to be very beneficial in my financial planning and advising. Ryan listens to my concerns and questions and is able to address them professionally and in a very informative manner. I never feel like I am being "sold" anything and feel that what is being shared is done so in way that I am comfortable. We meet quarterly for updates, but he has always been available should I have a question in between. I feel I am in a much better position now in terms of my overall financial planning than I was prior to engaging Falcon Wealth and have appreciated Ryan's approach and guidance in getting there.

Maxime Henneron

I had a great experience during my free 15-minute session with Earl at Falcon Wealth. He offered thoughtful advice and took a genuine, personalized approach to my concerns. Unlike typical commission-based services, their model feels transparent and client-focused. I highly recommend Earl and Falcon Wealth to anyone seeking reliable financial guidance

Tom Corral

Last year we were referred to Falcon Wealth Planning through Ramsey Solutions and met with Ryan Perry. Ryan was very informative and helpful and we decided to work with him. My wife and I have had a great experience working with Ryan and always responds to our emails and phone calls quickly. We feel much more confident now about our financial future.