Award Winning Registered Investment Advisor*

In the News

SpaceX’s $2 trillion IPO: Should we be bullish or bearish?

Cheddar

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Small caps put on their best monthly showing since 2020. Bank of America says there’s more upside ahead

CNBC

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California’s Wealth Tax Plan Fuels UHNW Anxiety

ThinkAdvisor

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As SpaceX eyes $2 trillion IPO, advisors weigh opportunity against “astronomical” valuations

InvestmentNews

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S&P 500 ticks higher to another record close as traders look past stalled U.S.-Iran peace talks: Live updates

CNBC

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Investors pile into US stocks as ‘TINA’ revival knocks ‘TIARA’ trades

Reuters

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Falcon Wealth Planning Named One of America’s Best Financial Advisory Firms of 2026 by USA TODAY

EINPRESSWIRE

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How Mom-and-Pop Investors Can Find a Good Financial Advisor

Barron's

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Stocks End in the Red After Fed Expresses Uncertainty Over Impact of Oil Shock

Investing.com

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The Medicare tax trap costing clients thousands

FinancialPlanning

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Surging Oil Prices Could Wipe Out Benefits From Trump’s ‘Big Beautiful Bill’

CNBC

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8 Things To Do if You Feel Like Inflation Is Rising Faster Than Your Income

GoBankingRates

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Advisers Weigh Gold’s Value After Volatility Tarnishes Record Run-Up

The Daily Upside

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Ultra-Rich Seek Shelter

Los Angeles Business Journal

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Schwab Network: The TSMC Factor: Lessons to Learn from International Tech Giants

Schwab Networkk

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What Are Common Small-Business Loan Fees?

Wall Street Journal

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Metals Went from Record Highs to a Historic Selloff. What’s Next for Silver, Platinum, Palladium?

The Daily Upside

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CNBC Daily Open: Watch Japan’s yen and government bond yields as Takaichi storms to an election victory

CNBC

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Bank sign-up bonuses can be as high as $80,000. But here’s why chasing the highest offer isn’t always the best move.

MoneyWise

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Forbes Book Author

Wealth Planning For The Business Owner: Protecting Your Life’s Work

Wealth Planning For The Business Owner: Protecting Your Life’s Work

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Expect The Unexpected (and The Expected): The Power Of The Financial Buffer

Expect The Unexpected (and The Expected): The Power Of The Financial Buffer

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All Debt Is Not Created Equal

All Debt Is Not Created Equal

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Holistic Wealth Planning: Why Your Financial Picture Needs More Than Just A Number

Holistic Wealth Planning: Why Your Financial Picture Needs More Than Just A Number

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Investing For Beginners: Why Individual Stocks Can Be A Smart Start

Investing For Beginners: Why Individual Stocks Can Be A Smart Start

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Don’t Let Your Emotions Compromise Your Financial Future

Don’t Let Your Emotions Compromise Your Financial Future

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The Three Biggest Retirement Planning Mistakes People Make

The Three Biggest Retirement Planning Mistakes People Make

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Gabriel Shahin

Gabriel Shahin

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What’s Your “Why”? The Fuel For Financial Freedom

What’s Your “Why”? The Fuel For Financial Freedom

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Cheap Advice Is Expensive: The Hidden Cost Of The Wrong Financial Partner

Cheap Advice Is Expensive: The Hidden Cost Of The Wrong Financial Partner

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Featured Podcasts

Beating the S&P 500: Tax Loopholes & Wealth Strategy | Gabe Shahin

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Health and Wealth Podcast Ep 72 - 10/05/22

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Virtual US Financial Advisors Podcast

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Financial Advisor Workshop #8 - 04/21/2022

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Balanced Growth Firm with Dr. Travis Parry Ep 41 - 06/23/2022

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Kitces Podcast Episode 160 - 01/21/20

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More Knowledge, More Wealth with Gabriel Shahin

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