“Falcon Wealth Planning, founded and led by Gabriel Shahin, the principal of the firm. With extensive experience in advanced tax planning, investment management, and portfolio analysis, Gabriel has been helping families and individuals reach their financial goals since 2003. He received his Bachelor of Science in Business from the WP Carey School of Business at Arizona State University and his master’s from the University of Massachusetts. Falcon Wealth Planning, Inc. is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. The team specializes in comprehensive financial planning. They are fee-only registered investment advisors specializing in tax-efficient retirement income and helping their clients achieve their financial goals. Their mission is to provide their clients with the best path to wealth accumulation, retention, and tax reduction by creating and implementing strategies tailored to their unique goals. They are driven to provide their clients professional advice that enhances their quality of life and leads to simple solutions. They offer customized advice on each client’s wealth planning issues. They prioritize providing clients with clarity and education and making planning simple and tangible to achieve their financial goals.”
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