More Knowledge, More Wealth with Gabriel Shahin

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 is to help serve his clients make the best possible decisions and take control of their financial futures.

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. 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 https://citywireusa.com/registered-investment-advisor/ezine/ria-50-growers

Gabriel Shahin, CFP®, AIF® About Gabriel  - Gabriel Shahin 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 and his wife Sophia have been happily married since 2012 and have a daughter and son named Angelina and Abraham. They enjoy their free time traveling when they can, as his wife is a Professor at Cal Poly Pomona has her Ph.D. in Pathology and Cancer Biology

About Gabriel Shahin

Gabriel Shahin, CFP®, AIF has been serving clients since 2003 reaching their financial goals through his financial experiences while receiving his Undergraduate from Arizona State University in Finance, Post Baccalaureate from Boston University and his MBA from University of Massachusetts in Accounting. Gabriel is a Principal with Falcon Wealth Planning, Inc. which is a FEE-ONLY, Financial Planning and Investment Management Firm. Gabriel is a Fiduciary for his clients which makes his advice objective, beneficial, and confident that there are no conflicts of interest.

In addition to his education and designations, Gabriel has worked for 3 Fortune 1000 Companies giving him a keen understanding of what helps clients achieve their financial goals.

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. He enjoys being active in his community, serving on nonprofit boards, and volunteers as a Sunday School teacher for his local church. Gabriel and his wife, Sophia, have been happily married for over 10 years and have three children, Angelica, Abraham, and Victoria. They enjoy their free time traveling when they can, as his wife is a Professor at Cal Poly Pomona with a Ph.D. in Pathology and Cancer Biology.

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.

Financial Planning is a key element to Gabriel Shahin’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.