Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals.
What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
Employees: 11-50
Founded date: 2014
Mentions in press and media 24
| Date | Title | Description |
| 27.03.2025 | Falcon Wealth Planning’s CEO, Gabriel Shahin CFP®, Named to Barron’s 2025 Top 1,200 Financial Advisors List | Gabriel Shahin, CFP® Falcon Wealth Planning’s CEO, Gabriel Shahin, recognized in Barron’s 2025 Top 1,200 Financial Advisors list. ONTARIO, CA, UNITED STATES, March 27, 2025 /EINPresswire.com/ -- Falcon Wealth Planning’s CEO, Gabriel Shahin,... |
| 27.11.2024 | Michael Jensen, CFP®, of Falcon Wealth Planning Among etf.com’s Top 100 Advisors for 2024 | Michael Jensen, CFP®, Managing Director Falcon Wealth Orange County Falcon Wealth Planning, Inc. Falcon Wealth Planning is pleased to announce that Michael Jensen, CFP®, Managing Partner, has been recognized as etf.com’s Top 100 Financial A... |
| 12.09.2024 | Falcon Wealth Planning Welcomes Financial Planner Steve Holdsworth | Steve Holdsworth, CFP® Falcon Wealth Planning, Inc. He’s got the experience and dedication that perfectly fits with what we believe in at Falcon—keeping things simple and transparent for the people we work with.” — Gabriel Shahin, President... |
| 05.08.2024 | Falcon Wealth Recognized As 9th Fastest Growing Firm by Financial Advisor Magazine | Falcon Wealth Planning, Inc. Falcon Wealth Planning Named Among Top 50 of FA Magazine’s Fastest Growing Firms Earning our spot ... reflects our relentless pursuit of excellence and our commitment to making a positive impact on our clients' ... |
| 30.07.2024 | Falcon Wealth Planning Appoints Kurt Myers as Head of San Diego Office | Kurt Myers CFP® Falcon Wealth Planning, Inc. Veteran Financial Planner to Enhance Client Services in San Diego [Kurt's] leadership in our San Diego office will greatly enhance our ability to provide top-notch financial planning services to ... |
| 20.05.2024 | Falcon Wealth Planning Announces Ashkan Maher as New Chief Marketing Officer | Ashkan Maher Falcon Wealth Planning, Inc. Ashkan Maher joins as CMO, aiming to accelerate growth and client engagement at Falcon Wealth Planning. [Ashkan’s] vision aligns perfectly with our goal as we surpass $1 billion in AUM and strengthe... |
| 22.01.2024 | Falcon Returns to the Valley of the Sun | Matthew Shahin CFP®, Regional Director Falcon Wealth Planning, Inc. Falcon Wealth Planning Welcomes Matthew Shahin, CFP®, as Regional Director for Arizona Offices I’m excited to build relationships with a strong Falcon Wealth Planning team ... |
| 13.11.2023 | Falcon Wealth Planning Celebrates Milestone with Successful Opening of New Office Building in Chicago, Illinois | Falcon Wealth Planning, Inc. Expanding Horizons: Falcon Wealth Planning Celebrates Opening of New Chicago Office – A Symbol of Growth and Client-Centric Excellence. The opening of our new building in Chicago is a testament to our unwavering... |
| 07.07.2023 | Kevin Mayo CFP® Recognized in AdvisorHub's Top 200 Advisors to Watch for Fastest Growing | Kevin Mayo CFP®, MBA Falcon Wealth Planning, Inc. Falcon Wealth Planning’s Managing Director, Kevin Mayo CFP® is named on AdvisorHub List ONTARIO, CALIFORNIA, USA, July 7, 2023/EINPresswire.com/ -- Kevin Mayo, a distinguished Certified Fina... |
| 26.06.2023 | Michael Jensen CFP® Honored as a Leading Advisor to Watch by AdvisorHub | Michael Jensen, CFP®, Managing Director Falcon Wealth Orange County Falcon Wealth Planning, Inc. Falcon Wealth Planning's Managing Partner, Michael Jensen CFP®, Named Advisor to Watch on AdvisorHub's Annual List ONTARIO, CALIFORNIA, USA, Ju... |
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