Certified Financial Planner

Falcon Wealth Planning, Inc. is a FEE ONLY Registered Investment Advisor specializing in helping clients achieve their financial goals through comprehensive financial planning. We focus on tax-efficient retirement income strategies while addressing key areas such as tax planning, real estate planning, social security planning, and estate planning. Unlike traditional firms, we pride ourselves on providing detailed, commission-free services tailored to clients' unique financial needs.

Our mission is to enhance financial outcomes by identifying opportunities for increased efficiency and long-term security.

This is a full-time hybrid role for a Certified Financial Planner located in the Los Angeles Metropolitan Area, with flexibility for some work-from-home arrangements. The Certified Financial Planner will provide expert advice on financial planning, including retirement, tax, estate, real estate, and investment planning. The role involves creating personalized financial strategies, analyzing clients' financial data, and offering ongoing financial direction tailored to meet their specific objectives.

Additionally, the Certified Financial Planner will ensure ethical practices with a commitment to the FEE ONLY advisory model while fostering long-term client relationships.

• Strong expertise in Financial Planning and Personal Financial Planning
• Certification as a Certified Financial Planner (CFP) preferred
• Proficiency in Retirement Planning and finance-related decision-making
• Exceptional communication, analytical, and strategic problem-solving skills
• Ability to provide comprehensive advice on investment, estate, and tax planning
• Focus on client-centric, ethical financial practices with a FEE ONLY approach
• Bachelor's degree in Finance, Accounting, Economics, or a related field is preferred