Financial Planning in Pasadena, CA
Serving the Pasadena
Falcon Wealth Planning’s Pasadena office offers fee-only financial planning with unbiased retirement, taxes, and investments guidance to help you build lasting wealth.
Comprehensive Financial Planning in Pasadena, CA
In a city as vibrant as Pasadena, your financial planning needs deserve a tailored approach that reflects the unique aspects of your life. At Falcon Wealth Planning, located at 301 North Lake Ave, Suite 600, Pasadena, CA 91101, we specialize in developing customized financial plans that align with your specific goals and circumstances. Our mission is to simplify the financial planning process, ensuring every decision you make is in line with your long-term vision.
Personalized Financial Planning for Pasadena Residents
At Falcon Wealth Planning, we believe that financial planning should be as unique as the individuals we serve. We take the time to thoroughly understand your financial situation and objectives, creating a plan that enhances tax efficiency both now and as you prepare for retirement. Our Pasadena-based team is dedicated to guiding you through every stage of the process, empowering you to make informed and confident financial decisions.
Our Financial Planning Services Include:
Business and Self-Employment Planning: Tailored strategies to support your business success in Pasadena.
College Planning: Effective savings plans to help you secure your children’s educational future.
Real Estate Planning: Expert guidance on incorporating property investments into your financial strategy.
Insurance Planning: Customized solutions to protect your assets and wealth.
Tax Planning: Strategic advice designed to minimize your tax liabilities and optimize your overall financial plan.
Pension Analysis: Detailed analysis to help you maximize your retirement benefits.
Cash Flow Management: Ensuring a sustainable balance between income and expenses for long-term financial stability.
Trusted Financial Planning in Pasadena, CA
Falcon Wealth Planning operates on a fee-only basis, meaning our advice is completely objective and focused on your financial well-being. We do not earn commissions, so our recommendations are always made with your best interests in mind. Our Pasadena office is committed to providing you with the knowledge and tools needed to avoid unnecessary risks and steer clear of high-cost financial products that may not align with your goals.
Why Choose Falcon Wealth Planning?
Fee-Only Financial Planning: Transparent, commission-free advice that prioritizes your needs.
Personalized Service: Financial strategies specifically tailored to your situation.
Proven Expertise: A dedicated team with the experience to help you achieve financial success.
Your Trusted CFP® in Pasadena, CA
At Falcon Wealth Planning, our goal is to empower our clients with personalized, unbiased financial advice. Conveniently located at 301 North Lake Ave, Suite 600, Pasadena, CA 91101, our experienced team is ready to assist you with retirement planning, investment strategies, and wealth management. If you’re searching for a trusted financial planner in Pasadena, visit our office to discover how we can help you achieve your financial goals with confidence.
Connect with Our Financial Advisors
Experience the peace of mind that comes with working with a dedicated, fee-only financial planner. Contact Falcon Wealth Planning at our Pasadena office today to schedule your consultation and take the first step toward securing your financial future.
California’s Tax Considerations and How Falcon Wealth Planning can Help
Navigating California’s complex tax landscape requires expert financial guidance. With some of the highest income and capital gains tax rates in the country, as well as evolving estate and property tax laws, strategic planning is essential to preserving and growing your wealth.
At Falcon Wealth Planning, we specialize in tax-efficient financial strategies tailored to high-net-worth individuals, business owners, and retirees.
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California has a progressive state income tax system that can reach up to 13.3%, among the highest in the nation. We assist clients in implementing tax-saving strategies, including tax-efficient investment allocations, retirement planning, and business deductions, to minimize taxable income.
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Unlike most states, California does not differentiate between short-term and long-term capital gains—all are taxed at ordinary income rates. We help clients develop tax-efficient investment strategies, real estate exit plans, and diversification techniques to optimize after-tax returns.
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While California does not have a state-level estate tax, high-net-worth individuals may still face federal estate taxes. Our estate planning approach includes trust structures, charitable gifting, and family wealth transfers to minimize estate tax liability and ensure generational wealth preservation.
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Proposition 13 limits property tax increases, but Proposition 19 has changed how inherited properties are taxed, affecting generational wealth transfer. We guide clients through property tax planning, exemptions, and reassessment strategies to reduce tax exposure and protect real estate assets.
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Whether you're a small business owner, corporate executive, or transitioning to early retirement, we develop customized financial roadmaps focused on tax efficiency, retirement income strategies, and wealth preservation.
Meet the Inland Empire Leadership Team
Gabriel Shahin, CFP®
Founder & Principal
Min Song CFP®, AIF®
Principal
Why Falcon?
We are a comprehensive Registered Investment Advisor (RIA), dedicated to providing personalized wealth planning guidance. Our approach is tailored to align with your financial goals, from strategy development to execution. As a fee-only firm, we operate with complete transparency, ensuring unbiased, conflict-free advice—making us a true fiduciary in every sense.
Our mission is to guide you through your financial journey. Whether you're a business owner or preparing for retirement, you don’t have to figure it out alone. If you're unsure of the next steps or want to secure your financial future, Falcon Wealth Planning is here to help. Schedule a free assessment with one of our Certified Financial Planners today!
Wealth Management Solutions to Fit Your Financial Need and Unique Lifestyles
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Financial Wealth
We simplify financial planning by creating an individualized plan based on your unique situation.
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Investment
You'll get personalized advice from an experienced team who cares about what you care about.
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Retirement
Retirement is meant to be an exciting time in life. We help you create a realistic retirement savings goal.
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Estate Planning
There is no one-size-fits-all approach. We help clients create plans according to their values, goals, and needs.
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Tax Planning
Our goal is simple – help you achieve financial freedom without having to worry about how much you pay in taxes.
Financial Planning Knowledge Center
