Gabriel Shahin, CFP®, MBA, AIF®
Planning Made Simple.
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Serving Clients Nationwide
Planning Made Simple.
Areas of Focus
- Education Funding
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Gabriel Shahin, CFP®, MBA, AIF®
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.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
3400 Inland Empire Boulevard Suite 100, Ontario, CA, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule your free assessment. Fill out a short form, and we will call within 1 business day to schedule a meeting with one of our Certified Financial Planner™ professionals. During your free assessment meeting, you do most of the talking! We will listen closely as we learn about your current situation and financial goals. At a follow-up meeting, our team will share with you our whiteboarding results tailored to map out your goals using tax, estate, and investment planning.Offers Investment Management
Yes
About Falcon Wealth Planning
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.
Education
Master’s, University of Massachusetts | Bachelor’s of Science, Business, WP Carey School of Business at Arizona State University
SEC Lookup
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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