Gabriel Shahin
Falcon Wealth Planning, Inc. · Irvine, California
Gabriel Shahin is a fee-only financial advisor at Falcon Wealth Planning, Inc. in Irvine, California, who holds the AIF and CFP credentials. Gabriel charges a percentage of assets, hourly fees and a one-time planning fee and focuses on tax planning, estate & legacy planning and small business owners.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Falcon Wealth Planning, Inc. |
|---|---|
| Based in | Irvine, California |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Assets under management | $1.96B across 5,567 accounts |
| Credentials | AIF · CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5721782 |
| Exams passed | Series 66 (2009) |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | falconwealthplanning.com |
| Profile |
How Gabriel's firm compares
- Falcon Wealth Planning, Inc.'s average account is about $351,000, from its Form ADV (assets managed divided by 5,567 accounts).
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Questions about Gabriel
Is Gabriel Shahin a fee-only financial advisor?
Yes. Gabriel Shahin is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gabriel's firm.
How does Gabriel charge for financial advice?
Gabriel charges a percentage of assets, hourly fees and a one-time planning fee.
Where is Gabriel Shahin based?
Gabriel Shahin is based in Irvine, California.
What does Gabriel specialize in?
Gabriel's specialties include tax planning, estate & legacy planning and small business owners. Gabriel works with pre-retirees.
What credentials does Gabriel Shahin hold?
Gabriel Shahin holds the AIF and CFP credentials.
Is Gabriel Shahin registered with the SEC?
Yes. Gabriel Shahin is registered as an investment adviser representative in CA and TX (CRD 5721782), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Falcon Wealth Planning, Inc. manage?
Falcon Wealth Planning, Inc. reports $1.96B across 5,567 accounts in assets under management.
How do I contact Gabriel Shahin?
Through Gabriel's website, falconwealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Falcon Wealth Planning, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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