
Sign up to save your podcasts
Or


Gabriel Shahin 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. Falcon Wealth has been constantly ranked one of the top Registered Investment Advisors in the US (via FA Magazine) for the past 4 years. Falcon is one of the fastest growing RIA'sin the country as ranked by CityWire USA.
In this episode, Gabriel discusses retirement, investments, insurance, estate planning, and more.
Gabriel Shahin, CFP®, AIF® has been serving individuals and families to meet their financial goals since 2003. Gabriel currently is a Principal at Falcon Wealth Planning, Inc. where he works directly with clients to help them realize their specific financial objectives. Prior to joining Falcon Wealth Planning, Gabriel served as an Investment Consultant for several years with TD Ameritrade specializing in asset guidance for high-net worth individuals. Gabriel has extensive experience in advanced tax planning, portfolio analysis and investment management. Prior to working with a fee-only advisory firm, Gabriel held his FINRA series 7 and 66 licenses. Gabriel received a Bachelors of Science degree in Business from the WP Carey School of Business at Arizona State University and Master’s at University of Massachusetts. Gabriel enjoys being active in the community, serving on non-profit boards and volunteers as a Sunday School teacher for his local church.
Gabriel Shahin 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. Falcon Wealth has been constantly ranked one of the top Registered Investment Advisors in the US (via FA Magazine) for the past 4 years. Falcon is one of the fastest growing RIA'sin the country as ranked by CityWire USA.
In this episode, Gabriel discusses real estate and real estate investing.
Gabriel Shahin, CFP®, AIF® has been serving individuals and families to meet their financial goals since 2003. Gabriel currently is a Principal at Falcon Wealth Planning, Inc. where he works directly with clients to help them realize their specific financial objectives. Prior to joining Falcon Wealth Planning, Gabriel served as an Investment Consultant for several years with TD Ameritrade specializing in asset guidance for high-net worth individuals. Gabriel has extensive experience in advanced tax planning, portfolio analysis and investment management. Prior to working with a fee-only advisory firm, Gabriel held his FINRA series 7 and 66 licenses. Gabriel received a Bachelors of Science degree in Business from the WP Carey School of Business at Arizona State University and Master’s at University of Massachusetts. Gabriel enjoys being active in the community, serving on non-profit boards and volunteers as a Sunday School teacher for his local church.
From the publisher's feed

39,049 Listeners