Gabriel Shahin CFP®, MBA, AIF®
Founder & Principal
Gabriel is the Principal and Founder of Falcon Wealth Planning. He has extensive experience in advanced tax planning, portfolio analysis, and investment management and has helped families and individuals reach their financial goals since 2003.
Prior to founding Falcon Wealth Planning, Gabriel served as an Investment Consultant specializing in asset guidance for high net worth individuals at TD Ameritrade. He also held his FINRA Series 7 and 66 licenses before working with a fee-only advisory firm.
Gabriel received his Bachelor’s of Science degree in Business from the WP Carey School of Business at Arizona State University and his Master’s from the University of Massachusetts.

More Knowledge More Wealth with Gabriel Shahin - 2-5-2022

Financial Planning is a key element to Gabriel Shanin’s success as he meticulously spends the time to understand his clients to help serve their needs with the company’s niche in Tax Planning. His mission to help serve his clients make the best possible decision and take control of their financial futures.

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In this episode of "More Knowledge, More Wealth," host Gabriel Shahin, a Certified Financial Planner, delves into Falcon Wealth Planning's comprehensive financial services. He celebrates the Dow Jones reaching 40,000 points and discusses long-term market predictions. Shahin ranks various asset classes from worst to best performing over the next decade, emphasizing the importance of diversification. Listeners are encouraged to engage by asking questions and utilizing Falcon Wealth Planning's free financial assessments, available via Zoom for convenience. Contact details are provided for further interaction.

Ep. 242 - What Investment Will Win in the Next 10 Years?

In this week's episode of "More Knowledge, More Wealth," Gabriel Shahin, CFP® and President of Falcon Wealth Planning, breaks down the significant tax changes coming in 2026. He covers the return of exemptions, reduced standard deductions, AMT taxes, and updates to mortgage interest deductions and the SALT cap. Gabriel also emphasizes the importance of estate tax planning and the benefits of the Qualified Business Income (QBI) deduction. With rising tax brackets on the horizon, he offers essential strategies for proactive financial planning. Tune in for key tips on navigating these upcoming tax changes.

Ep. 241 - Tax Exemptions Ending in 2026: Prepare, Save, and Thrive

In this episode of "More Knowledge, More Wealth," Gabriel Shahin, CFP®, explores the difference between business owners and entrepreneurs, highlighting how true entrepreneurs scale and diversify their ventures. He shares insights from successful figures like Tom Brady and LeBron James, showing how strategic investments can grow wealth. 
Shahin offers practical advice for aspiring entrepreneurs on having a clear vision, commitment, and resilience. He emphasizes the importance of financial planning and reinvesting profits. Listeners are invited to a free financial assessment from Falcon Wealth Planning to enhance their financial situations.

Ep. 240 - Tips for Unlocking Entrepreneurial Success

Join Gabriel Shahin on 'More Knowledge, More Wealth' for expert advice on starting a business. Learn step-by-step how to launch your venture, from planning to navigating legal and financial hurdles. Discover why traditional business plans aren't always necessary and get practical tips for success. Tune in now to kickstart your entrepreneurial journey!

Ep. 239 - Mastering Business Basics

Join Gabriel Shahin, CFP® and host of "More Knowledge, More Wealth," as he delves into the vital role of financial advisors beyond just managing investments. In this episode, Gabriel sheds light on the misconceptions surrounding robo-advisors and challenges the notion that investment management alone suffices as financial guidance. He emphasizes the importance of holistic financial planning, which encompasses tax strategies, estate planning, and business considerations. 



More Knowledge More Wealth with Gabriel Shahin - 2-5-2022

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