Award Winning Registered Investment Advisor*

Award Winning Registered Investment Advisor*

In the News

New Ways to Minimize Taxes on Your Investments—and Why It’s Especially Important Now

Barron's

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Here’s How to Tame the Tax Tiger This Year

Barron's

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Advisors weigh college with their clients: ‘People are really starting to question the price tag’

InvestmentNews

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LPL Financial investment in Private Advisor Group strengthens position as M&A force for RIAs

InvestmentNews

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‘My husband did everything before he died.’ I’m 64 with a $4M home, $3M in Cisco stock and $400K in cash, but I don’t feel OK handling my finances. Where do I even start? 

MarketWatch

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Government shutdown brings volatility, caution – and investor angst

Insurance NewsNet

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‘I don’t want to keep working.’ I’m 63 and gave up 65% of my wealth in my divorce. Now I have over $1.1M in savings with about $5K a month in expenses. Now what?

MarketWatch

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I’m 61, divorced and retired. My home is paid off and I get $6,150 per month, but somehow ‘I fritter away my check each month.’ Help.

MarketWatch

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Feel Like Inflation Is Rising Faster Than Your Income? 8 Things You Can Do Today

GOBankingRates

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As mortgage rates fall to their lowest since October, we asked 18 financial advisers

MarketWatch

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Ex-Falcon advisor sparks legal fight after jump to $9B RIA Parallel Advisors

Investment News

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Robinhood’s stock climbs 440% amid push into RIA custody

Investment News

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I Heard Tariffs Will Cost Families $2,800 This Year. I’m a Retiree on a Fixed Income. How Can I Prepare?

Retirement Planning

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Falcon Wealth Planning puts heart into finance, earns Sun Devil 100 recognition

Sun Devil 100 recognition

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President Trump’s big bill sparks strategic shifts among wealth advisors

InvestmentNews

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The Hidden Risk of Debt in Retirement—and How to Eliminate It Now

Investopedia

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This is a ‘major red flag’ that you might be facing an investment scam

MarketWatch

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This is what makes me think my financial adviser is ‘intolerable.’ But now what’s my move?

MarketWatch

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The most overlooked threat to retirement success.’ Here’s what 12 financial pros say is their No. 1 piece of retirement advice

MarketWatch

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Forbes Book Author

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

The Tai Lopez Show - 05/08/2025

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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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