Joseph Song

Joseph Song, CFP®, AIF®, serves as Principal at Falcon Wealth Planning, Inc. in Ontario, CA, where he leads the firm’s comprehensive financial planning initiatives and works closely with clients to design tailored strategies focused on wealth management, retirement planning, and tax optimization. Recognized for his personalized approach, Song oversees client portfolios, emphasizing fee-only fiduciary standards and acting in the best interests of a diverse client base with complex financial needs.

His expertise spans holistic financial planning, portfolio management, and strategic asset allocation for high-net-worth individuals and families, with a notable focus on retirement income strategies, multi-asset class diversification, and goal-based investing. Song is particularly experienced in the integration of investment management with tax planning, working extensively with equities, fixed income securities, and retirement accounts.

Previously, Song held client-facing roles as a Financial Planner at Falcon Wealth Planning and as a Private Client Investment Consultant at TD Ameritrade. He holds a degree from UC Irvine as well as a CFP certification from UC Irvine Extension, and his achievements include being featured in AdvisorHub's 1,000 Advisors to Watch—250 Advisors to Watch Under $1B—for portfolio management expertise and excellence in client service.