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Gabriel Abraham Shahin

FALCON WEALTH PLANNING, INC.·ONTARIO, California
Series 7, Series 66Clean record16 years registeredFALCON WEALTH PLANNING, INC.
3400 INLAND EMPIRE BLVD., ONTARIO, CA 91764CRD# 5721782Firm CRD# 174092

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gabriel Abraham Shahin · ONTARIO, CA
Registration
CRD #5721782 · FALCON WEALTH PLANNING, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

ZEALTH PLANNING, LLC
Nov 2025 – present
FALCON WEALTH PLANNING, INC.
Mar 2015 – present
PURE FINANCIAL ADVISORS, INC.
May 2014 – Mar 2015
IRVINE, CA
AMERIVEST INVESTMENT MANAGEMENT, LLC
Oct 2010 – Apr 2014
RANCHO CUCAMUNGA, CA
TD AMERITRADE, INC.
Oct 2010 – Apr 2014
RANCHO CUCAMONGA, CA
EDWARD JONES
Dec 2009 – Sep 2010
TEMPE, AZ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · December 8, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FALCON WEALTH PLANNING, INC.
CRD 174092 · SEC 801-112659
AUM
$1.0B
Regulatory assets under management
Employees
34
5,425 client accounts
Services offered by FALCON WEALTH PLANNING, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FALCON WEALTH PLANNING, INC. →
Introduction

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05

Frequently Asked Questions

What services does Gabriel Abraham Shahin offer?
Gabriel Abraham Shahin specializes in Financial Planning, Investment Management. Contact their office in ONTARIO, California for a consultation.
What are Gabriel Abraham Shahin's credentials?
Gabriel Abraham Shahin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gabriel Abraham Shahin located?
Gabriel Abraham Shahin is based in ONTARIO, California, working with FALCON WEALTH PLANNING, INC.. Their office serves clients in the ONTARIO metropolitan area and surrounding communities.
How does Gabriel Abraham Shahin charge for services?
Gabriel Abraham Shahin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FALCON WEALTH PLANNING, INC.?
FALCON WEALTH PLANNING, INC. has approximately 34 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ray Ramos Bartolome
ONTARIO, CA
Rachel Anne Vonbank
ONTARIO, CA

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