Award Winning Registered Investment Advisor*

Award Winning Registered Investment Advisor*

Knowledge Creates

Wealth

Straight answers on markets, planning, and equity compensation from the fiduciary advisors who manage it every day.

FREE RESOURCES

Learn how to build your wealth

Three ways to get straight, no jargon answers from Falcon’s own advisors on your schedule.

Knowledge Center

Join our financial advisors on YouTube for answers to some of the most frequent questions, in bite sized videos.

More Knowledge, More Wealth

Our podcast, with detailed insight into market conditions and answers to the most pressing questions in finance.

Falcon Flyover Market Updates

Stay current on the trends that could affect your finances, as Gabriel Shahin breaks down the latest data.

Wealth planning that feels like a game,
not a lecture.

Built by Falcon’s own Gabriel Shahin, CFP. See your whole financial picture, stress test decisions before you make them, and find your personal path to financial independence free.

What if scenarios

Adjust income, expenses, or retirement age and watch the ripple instantly.

Wealth, mapped

Net worth, cash flow, assets and liabilities calculated automatically.

Your personal finish line

A financial independence date built around your life, not a generic number.

86%

of users feel more in
control of their finances

Free resources

Learn how to build your wealth

Three ways to get straight, no-jargon answers from Falcon's own advisors — on your schedule.

Falcon Wealth Planning Knowledge Center

Knowledge Center

Join our financial advisors on YouTube for answers to some of the most frequent questions, in bite-sized videos.

Watch on YouTube
More Knowledge, More Wealth podcast

More Knowledge, More Wealth

Our podcast, with detailed insight into market conditions and answers to the most pressing questions in finance.

Listen on Spotify
Falcon Flyover Market Updates

Falcon Flyover — Market Updates

Stay current on the trends that could affect your finances, as Gabriel Shahin breaks down the latest data.

Read the latest update

Wealth planning that feels like a game, not a lecture.

Built by Falcon's own Gabriel Shahin, CFP. See your whole financial picture, stress-test decisions before you make them, and find your personal path to financial independence — free.

What-if scenarios

Adjust income, expenses, or retirement age and watch the ripple instantly.

Wealth, mapped

Net worth, cash flow, assets and liabilities — calculated automatically.

Your personal finish line

A financial independence date built around your life, not a generic number.

Stock & equity planning

Understanding equity compensation

Equity compensation lets you share in the growth you help create. From stock options and RSUs to employee stock purchase plans, these benefits can boost long-term wealth — but only if you understand the rules, taxes, and vesting schedules.

Ready to see how equity pay fits into your financial plan?

Learn more

Your equity, vesting

25% Year 1 CLIFF 50% Year 2 75% Year 3 100% Year 4

Stock & equity planning

Understanding equity compensation

Equity compensation lets you share in the growth you help create. From stock options and RSUs to employee stock purchase plans, these benefits can boost long term wealth but only if you understand the rules, taxes, and vesting schedules.

Your equity, vesting