Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Founder & Principal
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Founder & Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Gabriel Abraham Shahin, CFP®, AIF®, MBA
Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.
Gabriel Shahin is a Ontario, CA fee-only financial planner. Falcon Wealth Planning, Inc. provides retirement planning, portfolio management services, and tax planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Gabriel Shahin is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 the University of Massachusetts with an emphasis 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 giving him a keen understanding of what helps clients achieve their financial goals.
Gabriel spends his free time with his wife Sophia who received her Ph.D. from City of Hope. She currently is a Professor at Azusa Pacific University and Cal Poly Pomona in the Biology Department. He also enjoys playing with his daughter Angelina, and his bundle of joy, Abraham. 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 Abraham Shahin is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Specialties
- Tax Planning
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Millennials
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Gabriel Shahin is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Gabriel Shahin is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Gabriel Abraham 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.
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Gabriel Shahin is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Falcon Wealth Planning Named to Advisor Hub's 50 RIAs to Watch
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Gabriel Abraham Shahin is Featured in the Los Angeles Business Journal as a "Leader of Influence"
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Gabriel Abraham Shahin is Quoted on Financial Advisor Success Podcast: "Accelerating Growth By Spending More Than 10% Of Revenue On Marketing (That Works)"
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Falcon Wealth Planning Secures Place as One of the Fastest Growing Fee-Only RIAs in California
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Falcon Wealth Planning is a Member of the Inland Empire Regional Chamber of Commerce (IERCC)
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Gabriel Abraham Shahin Discusses "The Art of Minimizing Taxes For Your Clients" on the Financial Advisor's Workshop Podcast with Brian Kasal
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Gabriel Abraham Shahin is Interviewed on Ignite Sucess
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Gabriel Abraham Shahin is a Radio Personality on AM 590 The Answer
Contact Gabriel Abraham Shahin
Office Locations:
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3400 Inland Empire Blvd.
Suite 100
Ontario, CA 91764 -
3655 Torrance Blvd
3rd Floor
Torrance, CA 90503 -
2030 Main St.
13th Floor
Irvine, CA 92614 -
301 North Lake Ave
Suite 600
Pasadena, CA 91101
