Now Serving The Valley of the Sun
Falcon Wealth’s newest Arizona office is now open and ready to serve its clients. With experienced advisors and a commitment to personalized service, Falcon Wealth is dedicated to helping clients achieve their financial goals.
4500 S. Lakeshore Dr. Tempe, AZ 85282
Falcon Flies Home
Family Ties Establish New Office in the Valley of the Sun
With a rich family history in the greater Phoenix area, Gabriel Shahin CFP®, President and Founder of Falcon Wealth Planning, had no doubts about establishing Falcon’s latest office in the valley he proudly calls home, a heartfelt tribute to the enduring ties that bind his family to the region.
Embarking on this venture alongside his brother, Matthew Shahin CFP®, the expansion signifies more than a business milestone; it symbolizes the commitment to a community that has played a pivotal role in shaping their identity and success.
Meet the Team
Gabriel Shahin CFP®
Founder & Principal
Matthew Shahin CFP®
Regional Director
ASU Dream Team
2x Sun Devil 100 Winner
2018 & 2022
ASU’s Sun Devil 100 award recognizes “leaders of organizations from around the world that demonstrate innovation, growth, and entrepreneurial spirit.” Gabriel Shahin has had the honor of securing the top spot twice for his award tier, the first time a previous winner was recognized a second time in the awards history.
About Falcon Wealth Planning
Why Falcon?
We are a full-service RIA, which means that we offer customized advice on your wealth planning issues. We create and implement strategies that are tailored to your goals. We also offer conflict-free, fee-only advice which makes us a “True” Fiduciary.
Our goal is to help you. Whether you own a business or are planning for retirement, you don’t need to navigate it alone. If you’re unsure where to start or would like to maintain your lifestyle, Falcon Wealth Planning offers a free assessment with one of our Certified Financial Planners.
Just fill out the form below to get started!
Why Falcon?
We are a full-service RIA, which means that we offer customized advice on your wealth planning issues. We create and implement strategies that are tailored to your goals. We also offer conflict-free, fee-only advice which makes us a “True” Fiduciary.
Our goal is to help you. Whether you own a business or are planning for retirement, you don’t need to navigate it alone. If you’re unsure where to start or would like to maintain your lifestyle, Falcon Wealth Planning offers a free assessment with one of our Certified Financial Planners.
Just fill out the form below to get started!
Products & Services
Tax Planning
Our goal is simple – help you achieve financial freedom without having to worry about how much you pay in taxes or whether your plan will hold up under an audit by the IRS.
Financial Planning
We simplify financial planning by creating an individualized plan based on your unique situation so that you can reduce tax liabilities now and throughout retirement with confidence.
Invesment
You’ll get personalized advice from an experienced team who understands how important it is for their clients to feel like they’re in control of their money – not vice versa.
Retirement Planning
Retirement is meant to be an exciting time in life. With the help of one of our certified advisors, you can set a realistic retirement savings goal and a foolproof plan for achieving it.
Estate Planning
There is no one-size fits all approach. We help our clients create plans that work according to their values, goals, and needs so they can sleep well knowing their family’s future is secure.
Contact us.
California
Washington
Illinois
and more!
Get in contact with our dedicated team to help schedule your free assessment.
(855) 963-2526
info@falconwp.com
