Skip to content

Award Winning Registered Investment Advisor*

Award Winning Registered Investment Advisor*

Falcon Wealth Corporate Seminars

Financial Wellness Classes Offered

Our Class Offerings

Social Security Strategies

1-Day (60-min Class) – During Lunch or After Work

Taxes in Retirement

1-day (90-Minute) – During Lunch or After Work

Advanced Retirement Planning Strategies

2-Day (3-Hour Class each day) – After Work.

Retirement Planning

1-Day (60-min Class) – During Lunch or After Work

Guiding Through Company Benefits

1-Day (60-min Class) – During Lunch or After Work

Founder and CEO

Gabriel Shahin, CFP®, AIF, MBA, host of the “More Knowledge, More Wealth,” podcast has been working in the financial sector since 2003. He received an Undergraduate from Arizona State University in Finance, a Post Baccalaureate from Boston University, and his MBA from the University of Massachusetts in Accounting.
Gabriel is a Principal with Falcon Wealth Planning, Inc. which is a FEE-ONLY, Financial Planning and Investment Management Firm. Gabriel is a Fiduciary for his clients which makes his advice objective, beneficial, and confident that there are no conflicts of interest.

Awards & Recognition

Wealth Management – Finalist – CEO of the Year – AUM Under $20 Billion (2024)

FA Magazine – #9 – Top 50 Fastest Growing Firms (2024)

RIA Intel – Finalist – RIA of the Year (2024)

RIA Intel – Finalist – Advisor of the Year (2023)

ThinkAdvisor – Finalist – Executive Leadership RIA/IAR Firms (2023)

Investopedia – Named Among the Top 100 Financial Advisors – State of California (2023)

Book a Financial Wellness Seminar Today