Falcon Wealth Planning, Inc.
Falcon Wealth Planning, Inc. (CRD# 174092) is a financial advisory firm headquartered in , . They manage $50,000,000 in 238 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management50MILLION
Total Number of Accounts238ACCOUNTS
Average Account Value$210,084
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Gabriel Shahin (CRD# 5721782) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 7 years of experience in the finance industry. Gabriel Shahin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.