Financial Advisors
Gilbert, AZ
Falcon Wealth Planning is a full-service Registered Investment Advisor (RIA) founded by Gabriel Shahin, CFP®, with a new Arizona office in Gilbert serving the Phoenix area. They specialize in comprehensive financial planning including retirement planning, investment management, tax planning, estate planning, and business owner strategies. As a fee-only fiduciary firm, Falcon Wealth Planning provides conflict-free, personalized advice tailored to each client's unique goals, with both founders holding CFP® certifications and deep roots in the Arizona community.
Ideal for: Business owners, retirees and pre-retirees, high-net-worth individuals seeking tax-efficient planning, families concerned with estate preservation
Service area: Phoenix metro area including Gilbert, Tempe, and surrounding Valley of the Sun communities
Fee-Only Fiduciary Model: Falcon Wealth Planning operates as a conflict-free, fee-only advisor, meaning they are held to a true fiduciary standard and do not earn commissions on product sales.
CFP® Leadership & Community Ties: Founded and led by Gabriel Shahin, CFP® (2x Sun Devil 100 award winner), alongside brother Matthew Shahin, CFP®—both ASU alumni with deep roots in the Phoenix community.
Comprehensive Wealth Services: Full-service offerings span retirement planning, investment management, tax planning, estate planning, and business owner financial strategies, all customized to individual client situations.
Address: 1166 E Warner Rd Suite 101 W, Gilbert, AZ 85296
Phone: (855) 963-2526
Website: falconwealthplanning.com
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