Falcon Wealth Planning, Inc.
Fee-Only Financial Planner serving the Los Angeles region with offices in Ontario, CA and Torrance, CA
Gabriel Shahin, CFP®, AIF has been serving clients since 2003 reaching their financial goals through his financial experiences while receiving his Undergraduate from Arizona State University in Finance, Post Baccalaureate from Boston University and his MBA from 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.
In addition to his education and designations, Gabriel has worked for 3 Fortune 1000 Companies and has always achieved top 1% honors for his honest work and understanding of what helps his clients achieve their financial goals.
Gabriel spends his free time with his wife Sophia who is a earning her Ph.D. from City of Hope while teaching at Azusa Pacific University as an Adjunct Professor in Biology. He also enjoys playing with his daughter Angelina as she is his bundle of joy. He also serves as a Board Member for his Church in San Dimas, CA.
Financial Planning is a key element to Gabriel’s success as he meticulously spends the time to understand his clients to help serve their needs with the company’s niche in Tax Planning. His mission to help serve his clients make the best possible decision and take control of their financial futures. He feels if you take control of the taxes you pay, the fees you pay, and the risk you take in your investments, that you will have a successful retirement.
Gabriel Shahin is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals.
What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Gabriel Shahin is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Gabriel Shahin is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Gabriel Shahin is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Gabriel Shahin is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
Contact Gabriel Shahin
3655 Torrance Blvd
Torrance, CA 90503