AWARD-WINNING REGISTERED INVESTMENT ADVISOR
Awards & Recognitions
Nationally ranked and locally recognized — a record built one fiduciary client relationship at a time, since 2018.
41+
Accolades
2018
Recognized Since
26
As Featured in
Rankings & Awards by Publisher
Note: this legend uses a solid star for Winner and an outline star for Finalist, per award.
Top 250 RIA Firms
Forbes · Falcon Wealth Planning · 2025
Top 1200 Financial Advisor
Barron's · Gabriel Shahin, CFP®, Principal & Founder · 2025
Top 50 Fastest-Growing RIAs
Financial Advisor Magazine · Falcon Wealth Planning · 2025
Rising Star of the Year
Wealth Management · Zackary Royce, CFP® · 2025
Excellence in Marketing & PR
ThinkAdvisor Luminaries · Falcon Wealth Planning · 2025
AdvisorHub
- 2025 — 1,000 Advisors to Watch — $1 Billion+ AUM — Kevin Mayo, CFP®
- 2025 — 1,000 Advisors to Watch — $1 Billion+ AUM — Ken Vendley, CFP®
- 2025 — 1,000 Advisors to Watch — RIA — Ryan Perry, CFP®
- 2024 — 250 Advisors to Watch — Under $1 Billion AUM — Min Song, CFP®
- 2024 — 100 Next Gen Advisors to Watch — Zackary Royce, CFP®
- 2024 — 200 RIAs to Watch — Ryan Perry, CFP®
- 2023 — 100 RIAs to Watch — Gabriel Shahin, CFP®
- 2023 — 50 Next Gen Advisors to Watch — Michael Jensen, CFP®
- 2023 — 200 Fast-Growing Advisors to Watch
- 2022 — 50 Advisors to Watch
Forbes
- 2025 — Top 250 RIA Firms
Connect Money
- 2025 — Next Generation Wealth Award for Fiduciary Innovation — Matthew Shahin, CFP®
Investopedia
- 2023 — Top 100 Financial Advisors — California
AdvisoryHQ
- 2022 — Top 11 Financial Advisors in Los Angeles
Financial Advisor Magazine
- 2025 — Top 50 Fastest-Growing RIAs — Over $500M in AUM (#30)
- 2026 — Top RIA Ranking, Nationwide (#289)
- 2025 — Top RIA Ranking, Nationwide (#234)
- 2024 — Top 50 Fastest-Growing Firms (#9)
- 2023 — Top 51 Fastest-Growing Firms (#29)
ThinkAdvisor Luminaries
- 2025 — Excellence in Marketing and PR
- 2025 — Next-Gen Rising Stars — Zackary Royce, CFP®
- 2024 — Executive of the Year — Michael Jensen, CFP®, Managing Partner
- 2024 — Next-Gen Rising Stars — Zackary Royce, CFP®, Managing Director
- 2023 — Executive Leadership, RIA/IAR Firms — Gabriel Shahin, CFP®
Barron's
- 2025 — Top 1200 Financial Advisor Ranking — #85 in California — Gabriel Shahin, CFP®, Principal & Founder
Etf.com
- 2024 — Top 100 Financial Advisors — Michael Jensen, CFP®, Managing Partner
Los Angeles Business Journal
- 2023 — Best Places to Work in Los Angeles (#12, Small Companies)
CityWire
- 2021 — 50 Growers Across America — Fastest Grower, Runner-Up
RIA Intel
- 2024 — Client Advocate of the Year — Michael Jensen, CFP®
- 2024 — RIA of the Year
- 2023 — Advisor of the Year — Gabriel Shahin, CFP®
- 2023 — Rising Star of the Year — Gabriel Shahin, CFP®
- 2022 — RIA of the Year — Less Than $1 Billion AUM
Wealth Management Industry Awards
- 2025 — Rising Star of the Year — Zackary Royce, CFP®
- 2024 — CEO of the Year — AUM Under $20 Billion — Gabriel Shahin, CFP®
- 2024 — Rising Star of the Year — Nicky Amore
- 2022 — Rising Star of the Year — Gabriel Shahin, CFP®
ASU Sun Devil 100
- 2024 — Sun Devil 100, Class of 2024 (#36) — Gabriel Shahin
- 2023 — Sun Devil 100, Class of 2023 (#5) — Gabriel Shahin
- 2022 — Top Entrepreneur for Growth — Gabriel Shahin
- 2018 — Top Entrepreneur for Growth — Gabriel Shahin
Falcon in the Media — 2026
Live market commentary and firm milestones covered by national and trade press. Linked items open the original article.
- Reuters — Short-Sellers to Tread Carefully as Musk's SpaceX Debuts — Gabriel Shahin (Jun 9, 2026)
- Schwab Network — Mag 7 Still Dominates: MSFT, GOOGL, AMZN, AAPL Will Add Momentum — Gabriel Shahin (May 15, 2026)
- 401(k) Specialist — Falcon Wealth Planning Appoints Managing Director — Gabriel Shahin, David Lynch (May 10, 2026)
- Cheddar — Big Business This Week: SpaceX's $2 Trillion IPO — Gabriel Shahin (May 8, 2026)
- CNBC — Small Caps Have More Upside After Big April — Gabriel Shahin (May 5, 2026)
- ThinkAdvisor — California's Wealth Tax Plan Fuels UHNW Anxiety — Gabriel Shahin (Apr 30, 2026)
- InvestmentNews — As SpaceX Eyes $2 Trillion IPO, Advisors Weigh Opportunity Against Astronomical Valuations — Gabriel Shahin (Apr 29, 2026)
- CNBC — Stock Market Today: Live Updates — Gabriel Shahin (Apr 27, 2026)
- Reuters — Market Commentary — Gabriel Shahin (Apr 20, 2026)
- Connect Money — David Lynch Appointment — David Lynch (Apr 17, 2026)
- InvestmentNews — David Lynch, National Expansion — Gabriel Shahin / David Lynch (Apr 17, 2026)
- BusinessWire — David Lynch Press Release — David Lynch (Apr 16, 2026)
- Reuters — S&P 500 Pushes to Closing Record — Gabriel Shahin (Apr 15, 2026)
- Forbes — Expect the Unexpected — Gabriel Shahin (Apr 3, 2026)
- Barron's — Mass-Affluent Clients Finding an Advisor — Gabriel Shahin (Mar 20, 2026)
- Investing.com — Fed Meeting Reaction — Gabriel Shahin (Mar 19, 2026)
- Financial Planning — IRMAA and Social Security Cliffs — Gabriel Shahin (Mar 19, 2026)
- CBC — Surging Oil Prices — Gabriel Shahin (Mar 10, 2026)
- The Daily Upside — Gold Volatility — Gabriel Shahin (Mar 2, 2026)
- L.A. Business Journal — Billionaire Tax in California — Gabriel Shahin (Feb 23, 2026)
- Wall Street Journal — Small Business Loan Fees — Gabriel Shahin (Feb 10, 2026)
- CNBC — AI Gold Rush — Gabriel Shahin (Feb 8, 2026)
- Investing.com — Market Action Reaction — Gabriel Shahin (Feb 6, 2026)
- Institutional Investor — Custodial Relationships: Robinhood — Gabriel Shahin (Jan 5, 2026)
- The Washington Post — Emotional Strain of Aging Parents — Gabriel Shahin (Dec 21, 2025)
- InvestmentNews — Schwab Rejects RIA Competition Fears as In-House Wealth Advisory Business Surges — Falcon Wealth Planning (Undated)
Gabriel Shahin, CFP® in the News
Featured on WWY News, Gabriel Shahin discussed market reactions to the election and President-elect Trump’s proposed policies. He highlighted the natural ups and downs of a healthy market, comparing it to a “heartbeat,” and emphasized the potential for heightened volatility leading up to the inauguration. His insights underscore the importance of staying steady amid market changes.
Podcast Appearances
- More Knowledge, More Wealth with Gabriel Shahin — Spotify
- Kitces Podcast — Episode 160 — Kitces.com (Jan 21, 2020)
- Balanced Growth Firm, with Dr. Travis Parry — Ep. 41 — Apple Podcasts (Jun 23, 2022)
- Financial Advisor Workshop — Ep. 8 — Apple Podcasts (Apr 21, 2022)
- Virtual US Financial Advisors Podcast — Apple Podcasts
- Health and Wealth Podcast — Ep. 72 — Apple Podcasts (Oct 5, 2022)
Press Releases
Explore the latest news and announcements from Falcon Wealth Planning, including firm milestones, industry recognition, team achievements, and community initiatives.
Falcon Wealth Planning Named Top Advisor to Watch by AdvisorHub
Falcon Wealth nabs a Top Advisor place on Advisor Hub's 50 RIAs to Watch list. (May 14, 2025)
Michael Jensen, CFP®, Among etf.com's Top 100 Advisors for 2024
Falcon Wealth Planning, a fee-only, true fiduciary financial advisory firm, proudly announces several key milestones for 2024. (Feb 11, 2025)
Falcon Wealth Planning Named Finalist in 2024 RIA Intel Awards
Michael Jensen, CFP® selected as a finalist for the Client Advocate of the Year award at the RIA Intel Awards. (Nov 7, 2024)
Falcon Wealth Planning Expands Team with Experienced CFP® Ken Vendley
Falcon Wealth Planning is pleased to announce the addition of Ken Vendley, CFP®, to their team of Financial Planners. (Nov 7, 2024)
Professional Associations
Falcon Wealth Planning and members of our team engage with organizations that support high professional standards, continuing education, fiduciary principles, and collaboration across the financial planning profession.
- NAPFA
- Fee-Only Network
- Financial Planning Association
- Smart Asset
- Wealth Trader
- National Ethics Association
- Inland Empire Chamber of Commerce
- Fiona Ma — Financial Freedom & Economic Stability
