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Award Winning Registered Investment Advisor*

Award Winning Registered Investment Advisor*

Learn How to Build Your Wealth

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Knowledge Center

Join some of our Financial Advisors over on our Youtube channel and find the answers to some of our most frequently asked questions. With these bite-sized videos, you’ll see how we make planning simple.
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More Knowledge, More Wealth

Listen to our Podcast! Here you’ll increase your knowledge to help build your wealth. Get detailed insights into the state of the market and answers to the most pressing topics
in finance.
Market

Falcon Flyover - Market Updates

Stay up to date on the latest market trends and how they could potentially affect you and your finances. Falcon Wealth’s CEO, Gabriel Shahin, will breakdown the latest data and explains how Falcon would handle your portfolio.

Understanding Equity Compensation

Equity compensation lets you share in the growth you help create. From stock options and RSUs to employee stock purchase plans, these benefits can boost long-term wealth—but only if you understand the rules, taxes, and vesting schedules. Ready to see how equity pay fits into your financial plan?

Our Financial Flight Path will help put you on the path to financial success.