Falcon Wealth Planning - San Jose, California

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.

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!

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.

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.

Sayat

We recently had the opportunity to engage with Falcon Wealth Planning, and I am genuinely impressed by their level of professionalism and transparency.

From the beginning, they were incredibly helpful, taking the time to set up an initial review of our current financial situation. This wasn't just a quick glance over our finances, but a thorough and detailed examination that left no stone unturned.

Ron, our advisor, stood out in particular. His depth of knowledge was evident as he carefully explained our various financial options. His ability to break down complex financial concepts into clear, understandable terms was particularly appreciated.

While we haven't yet signed up for their services, the overall experience has left a strong impression. It was refreshing to see their transparency, honesty, and dedication to providing valuable advice without the aggressive sales tactics one might associate with a stereotypical "used car salesman."

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.

Ian Christopher

My wife and I have had a great experience working with Ron Guay, who has helped us get a better handle of our finances and start planning for our future. His advice is sound and reliable, and I have seen the positive results of his guidance firsthand. Ron is a pleasure to work with and I recommend him to anyone looking for a trustworthy and knowledgeable financial planner.