Gabriel A. Shahin
FALCON WEALTH PLANNING | Founder and Principal at Falcon Wealth Planning, Inc.
ONTARIO, CA 91764
CRD#: 5721782
Professional summary
Gabriel Abraham Shahin, AIF®, CFP®, who also goes by Gabriel Shahin, is a registered financial advisor currently at FALCON WEALTH PLANNING, INC. located in Ontario, California.
Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Gabriel has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Biography
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.
About Falcon Wealth Planning:
Falcon Wealth Planning, Inc. is a Registered Investment Advisor offering an innovative business model for financial planning; a model that places the client first by design and eliminates the conflicts of interest inherent in traditional models.
Every aspect of Falcon Wealth Planning is aligned with the client’s interests. The hybrid, retainer-based business model overcomes one of the major criticisms of the financial planning industry: a conflict of interest between the client’s needs and the advisor’s compensation. Falcon Wealth advisors are salaried employees who are never compensated by the sale of financial products or asset management fees, allowing them to focus on providing the best planning advice for their clients.
Question & Answer
What are your service offerings?
High Net Worth Individuals and...
Business Owners and Entreprene...
Executives
Divorcees
Healthcare Industry
Real Estate Industry
Retirees
Widows/Widowers
Do you have an area of expertise or specialization?
Cash Flow Analysis
Customized Portfolios
Divorce Planning
Emergency Funds Management
Estate Planning
Executive Compensation (ISO, R...
FIRE (Financial Independence R...
High Net Worth Planning
Investment Management
Philanthropic and Non-Profit
Real Estate (LLP, REIT's, Priv...
Retirement Planning
Risk Management and Insurance ...
Small Business Planning
Tax Planning and Preparation
What is your minimum asset requirement?
250K
How do you get paid?
Fee-only
Are you a "fiduciary"?
Yes
Aliases
Gabriel Shahin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Falcon Wealth Tax Services; investment related : YES; 3400 Inland Empire Blvd Ste 100 Ontario, CA 91764; Tax services and preparation; Principal; Business consultant on growth; 2018-09-01; Hours devoted to business outside trading hours: 40. 2. Financial Community Education Foundation; non-investment related; 3400 Inland Empire Blvd Ste 100 Ontario, CA 91764; Provide community education seminars to educate the community to avoid being taken advantage of by financial professionals with complicated financial products; President; Teach seminars that educate the community to avoid being taken advantage of by financial professionals with complicated financial products; 2018-08-20; Hours devoted to business outside trading hours : 40. 3. FALCON EMPIRE PROPERTIES, LLC ; PRESIDENT; INVESTMENT RELATED: NO; 3400 INLAND EMPIRE BLVD STE 100 ONTARIO CA 91764 UNITED STATES; REAL ESTATE MANAGEMENT COMPANY; PROPERTY MANAGEMENT; 2022-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 20; 4. FALCON WEALTH PLANNING, INC; PARTNER; INVESTMENT RELATED; 3400 INLAND EMPIRE BLVD STE 100 ONTARIO CA 91764 UNITED STATES; INVESTMENT MANAGEMENT; 2015-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 150;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 15; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 70; 5. FALCON WEALTH PROPERTIES, LLC ; PRESIDENT; Non-INVESTMENT RELATED; 3400 INLAND EMPIRE BLVD STE 100 ONTARIO CA 91764 UNITED STATES; PROPERTY MANAGEMENT; 2017-12-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 5; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 15;
CRS (Client Relationship Summary) - RIA
Click below to view Gabriel Abraham Shahin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Education
University of Massachusetts
WP Carey School of Business at Arizona State University
Bachelor’s of Science - Business
Experience
Current
March 4, 2015 - Present
FALCON WEALTH PLANNING, INC.
Office #1: 3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764RIA
CRD#: 174092
ONTARIO, CA
Current
November 5, 2025 - Present
Office #1: 3400 Inland Empire Blvd Ste 100, Ontario, CA 91764
ONTARIO, CA
Past
May 16, 2014 - March 30, 2015
PURE FINANCIAL ADVISORS, LLC
RIA
CRD#: 144316
IRVINE, CA
Past
October 18, 2010 - April 9, 2014
TD AMERITRADE, INC.
BD
CRD#: 7870
RANCHO CUCAMONGA, CA
Past
October 15, 2010 - April 9, 2014
TD AMERITRADE, INC.
RIA
CRD#: 7870
RANCHO CUCAMONGA, CA
Past
October 15, 2010 - April 9, 2014
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
RANCHO CUCAMUNGA, CA
Past
December 8, 2009 - September 30, 2010
EDWARD JONES
RIA
CRD#: 250
TEMPE, AZ
Past
November 16, 2009 - September 30, 2010
EDWARD JONES
BD
CRD#: 250
TEMPE, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FALCON WEALTH PLANNING, INC.
FALCON WEALTH PLANNING, INC.
CRD#: 174092 / SEC#: 801-112659
RIA
Registered Investment Advisory firm - (3/19/2018 Approved)California
Registered Investment Advisory firm - (5/5/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/4/2015)
IAR
Texas(3/19/2018)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FALCON WEALTH PLANNING, INC.
FALCON WEALTH PLANNING, INC.
CRD#: 174092 / SEC#: 801-112659
RIA
Registered Investment Advisory firm - (3/19/2018 Approved)California
Registered Investment Advisory firm - (5/5/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764
Mailing Address
Phone number
(855) 963-2526
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,575 |
| AUM (Assets Under Management) | $ 1,159,538,045 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FALCON WEALTH PLANNING, INC.
Founder and Principal at Falcon Wealth Planning, Inc.CRD#: 174092Ontario, CA 91764TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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