Falcon Wealth Planning

Falcon Wealth Planning

Gabriel Shahin launched Falcon Wealth Planning in Ontario, California, in 2015 after leaving a brokerage career at firms including Merrill Lynch. The RIA was built on a flat-fee, fiduciary model, deliberately avoiding commission-based revenue. Shahin, a CPA and CFP, structured the practice to serve public-sector employees, small-business owners, and first-generation wealth accumulators — a demographic the wirehouses had deprioritized. The firm qualified for the NABCAP Premier Advisor list in consecutive years, a credential Shahin used to build institutional credibility without institutional scale. Falcon runs discretionary portfolios tilted toward low-cost ETFs and individual equities, using a tactical allocation overlay that Shahin describes as rules-based. The firm does not operate private funds or SPVs, but channel checks confirm it has placed clients into alternatives-adjacent products, including interval funds and structured notes. Public records show Shahin himself holds individual positions in QQQ, AAPL, AMZN, and multiple fixed-income instruments — a portfolio style he publishes as a transparency gesture to clients. The firm has consistently expanded its tax-planning and estate-planning capabilities, adding in-house CPAs to handle complex multi-generational transfers for family-business owners across the Inland Empire, Orange County, and Los Angeles. Headcount has grown steadily from a solo practice to a team that Shahin describes as exceeding a dozen professionals. The firm added a second office in Upland, California, and expanded into educational content — Shahin hosts a YouTube channel and a podcast where he dissects his own portfolio moves. No outside capital or private-equity backing has been disclosed. In September 2024, Falcon announced the launch of a dedicated tax-resolution service line, extending its practice beyond planning into active IRS representation (per the firm, September 2024). Falcon's structural differentiator is its pricing architecture. The firm charges a flat dollar fee rather than an AUM-based percentage, a model Shahin has publicly stated is designed to align advisor incentives with middle-class and mass-affluent clients. No other Inland Empire RIA with comparable headcount and geographic reach operates a purely flat-fee fiduciary model. The practice raises an open question about succession: Shahin, as sole founder and public face, has not disclosed a next-generation leadership plan, making the firm's brand inextricable from its founder.