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Falcon Wealth
Falcon Wealth Planning
Ontario, CA
Serving Clients Nationwide
Planning Made Simple.
Primary Advisor Locations
Gabriel Shahin, CFP®, MBA, AIF®
Michael Jensen, CFP®
Falcon Wealth Planning
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
About Us
Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Falcon Wealth is a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER™ Professionals who help clients across the country.What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Young Families
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