EPISODE · Mar 15, 2025 · 24 MIN
Ep.283-A Decade of Dedication: Celebrating 10 Years of Falcon Wealth Planning
from More Knowledge, More Wealth with Gabriel Shahin · host Falcon Wealth Planning
In this special episode, Gabriel Shahin, CFP® and host of 'More Knowledge, More Wealth,' celebrates the 10-year anniversary of Falcon Wealth Planning. Tune in as Gabriel shares the firm's remarkable journey from its humble beginnings with eight clients to managing nearly 1.5 billion dollars in assets. Discover the values and principles that set Falcon Wealth apart, such as a client-first approach, comprehensive financial services, and a focus on providing respect and dignity to clients. Learn about the firm's growth, the challenges faced, and the future vision for continued success. Whether you're a client or someone interested in personal finance, this episode offers valuable insights and inspiration.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning
What this episode covers
In this special episode, Gabriel Shahin, CFP® and host of 'More Knowledge, More Wealth,' celebrates the 10-year anniversary of Falcon Wealth Planning. Tune in as Gabriel shares the firm's remarkable journey from its humble beginnings with eight clients to managing nearly 1.5 billion dollars in assets. Discover the values and principles that set Falcon Wealth apart, such as a client-first approach, comprehensive financial services, and a focus on providing respect and dignity to clients. Learn about the firm's growth, the challenges faced, and the future vision for continued success. Whether you're a client or someone interested in personal finance, this episode offers valuable insights and inspiration.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning
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Ep.283-A Decade of Dedication: Celebrating 10 Years of Falcon Wealth Planning
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