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GET TO KNOW Gabriel

ADVISOR PERSONAL BIO

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.

ADVISOR PROFILE

Services Offered

Retirement Planning

Investment Management

Tax Planning

Financial Planning

Estate Planning

My Ideal Client

High Net Worth Individuals and Families

Business Owners and Entrepreneurs

Executives

Divorcees

Healthcare Industry

Real Estate Industry

Retirees

Widows/Widowers

My Areas of Expertise

Blended Families

Budgeting

Cash Flow Analysis

Customized Portfolios

Divorce Planning

Emergency Funds Management

Estate Planning

Executive Compensation (ISO, RSU, Stock Options)

FIRE (Financial Independence Retire Early)

High Net Worth Planning

Investment Management

Philanthropic and Non-Profit

Real Estate (LLP, REIT's, Private Placement)

Retirement Planning

Risk Management and Insurance Planning

Small Business Planning

Tax Planning and Preparation

Compensation Structure

Fee-only

Advisor's links

Podcast: More Knowledge More Wealth with Gabriel Shahin

Blog and Knowledge Center

OTHER BUSINESSES AND POTENTIAL 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; investment related : No; 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 Wealth Properties; investment related : No; 302 Via Blanca, San Dimas, CA 91773; Commercial real estate property owner; President; Manage real estate; 2017-12-20; Hours devoted to business outside trading hours : 17; Percentage of total yearly compensation expected to be derived from the business : 10. 4. Partner; Falcon Wealth Planning OC, LLC; Investment Related: No; Location: 3400 Inland Empire Blvd., Ste. 100, Ontario, CA 91764; Description of the business: Holding Company for Falcon Wealth Planning Orange County office.; Responsibilities Duties: None; Start date with business: 2021-05-27; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; 5) 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; 6) Writer; Consumer Track; investment related: Yes; Location: 1700 E Walnut Ave El Segundo California 90245 USA; Description of the business: They are an Internet Based Marketing company. The Website is GoBankingRates.com; Responsibilities Duties: Gabriel will be writing a few articles a month to answer questions about Investing, banking, Finance, and related Investment topics; Start date with business: 2023-08-17; 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: .06

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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