Awards & Recognitions
Accolade: Advisors to Watch - 250 Advisors to Watch: Under $1 Billion AUM (2024) - Min Song, CFP®
Accolade: Advisors to Watch - 100 Next Gen Advisors to Watch (2024) - Zackary Royce, CFP®
Accolade: Advisors to Watch - 200 RIAs to Watch (2024) - Ryan Perry, CFP®
Accolade: Advisors to Watch - 100 RIAs to Watch (2023) - Gabriel Shahin, CFP®
Accolade: Advisors to Watch - 50 Next Gen Advisors to Watch (2023) - Michael Jensen, CFP®
Accolade: Advisors to Watch - 200 Fast Growing Advisors to Watch (2023) - Falcon Wealth Planning
Accolade: Advisors to Watch - 50 Advisors to Watch (2022)
AdvisorHub
Wealth Management
Accolade: Industry Awards (Wealthies): Finalist – CEO of the Year – AUM Under $20 Billion (2024) – Gabriel Shahin, CFP®, CEO
Accolade: Industry Awards (Wealthies): Honoree - Rising Star of the Year (2024) – Nicky Amore, CFP®, Regional Director
Accolade: Industry Awards (Wealthies): Honoree – Rising Star of the Year (2022) – Gabriel Shahin, CFP®, Principal and Founder
Financial Advisors Magazine
Accolade: #9 - Top 50 Fastest Growing Firms (2024)
Accolade: #29 - Top 51 Fastest Growing Firms (2023)
AdvisoryHQ
Accolade: Top 11 Financial Advisors and Wealth Managers in Los Angeles (2022-23)
CityWire
Accolade: 50 Growers Across America - Fastest Grower- Runner UP (2021)
RIA Intel
Accolade: RIA Intel Award: Finalist - Client Advocate of the Year (2024) - Michael Jensen, CFP®
Accolade: RIA Intel Award: Finalist - RIA of the Year (2024) - Falcon Wealth Planning
Accolade: RIA Intel Award: Finalist - Advisor of the Year (2023) - Gabriel Shahin, CFP®
Accolade: RIA Intel Award: Finalist - Rising Star of the Year (2023) - Gabriel Shahin, CFP®
Accolade: RIA Intel Award : Finalist - RIA of the Year – Less than $1 Billion AUM (2022) - Falcon Wealth Planning
ThinkAdvisor
Accolade: ThinkAdvisor Luminaries Award: Finalist – Executive of the Year (2024) – Michael Jensen, CFP®, Managing Partner
Accolade: ThinkAdvisor Luminaries Award: Finalist – Next-Gen Rising Stars (2024) – Zackary Royce, CFP®, Managing Director
Accolade: ThinkAdvisor Luminaries Award: Finalist – Executive Leadership RIA/IAR Firms (2023) – Gabriel Shahin, CFP®
ASU Sun Devil 100
Accolade: Top Entrepreneur for Growth (2018*)
Accolade: Top Entrepreneur for Growth - $2 Million - $9.99 Million Revenue Category (2022)
Accolade: Class of 2023 #5 & Class of 2024 #36
Los Angeles Business Journal
Accolade: Best Places to Work in Los Angeles 2023 - #12 on Best Small Companies to Work for in Los Angeles
Investopedia
Accolade: Named Among the Top 100 Financial Advisors - State Of California (2023)
Podcasts
Associations
Fiona Ma- Financial Freedom and Economic Stability
NAPFA
Fee-Only Network
Smart Asset
Inland Empire Chamber of Commerce
Wealth Trader
National Ethics Association
FPA
Publications
Gabriel Shahin, CFP® in the News…
Featured on WWY News, Gabriel Shahin discussed market reactions to the election and President-elect Trump's proposed policies. He highlighted the natural ups and downs of a healthy market, comparing it to a 'heartbeat,' and emphasized the potential for heightened volatility leading up to the inauguration. His insights underscore the importance of staying steady amid market changes.
