Falcon Wealth Corporate Seminars
Financial Wellness Classes Offered
Our Class Offerings
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Social Security Strategies
1-Day (60-min Class) - During Lunch or After Work
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Taxes in Retirement
1-day (90-Minute) - During Lunch or After Work
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Advanced Retirement Planning Strategies
2-Day (3-Hour Class each day) - After Work.
$39 Fee Per Attendee. -
Retirement Planning
1-Day (60-min Class) - During Lunch or After Work
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Guiding Through Company Benefits
1-Day (60-min Class) - During Lunch or After Work
Founder and CEO
Gabriel Shahin, CFP®, AIF, MBA, host of the “More Knowledge, More Wealth,” podcast has been working in the financial sector since 2003. He received an Undergraduate from Arizona State University in Finance, a Post Baccalaureate from Boston University, and his MBA from the 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.
Awards & Recognition
Wealth Management - Finalist – CEO of the Year – AUM Under $20 Billion (2024)
FA Magazine - #9 - Top 50 Fastest Growing Firms (2024)
RIA Intel - Finalist - RIA of the Year (2024)
RIA Intel - Finalist - Advisor of the Year (2023)
ThinkAdvisor - Finalist - Executive Leadership RIA/IAR Firms (2023)
Investopedia - Named Among the Top 100 Financial Advisors - State of California (2023)