EPISODE · Feb 5, 2022 · 24 MIN
More Knowledge More Wealth with Gabriel Shahin - 2-5-2022
from More Knowledge, More Wealth with Gabriel Shahin · host Falcon Wealth Planning
Gabriel Shahin CFP®, MBA, AIF® Founder & Principal Gabriel is the Principal and Founder of Falcon Wealth Planning. He has extensive experience in advanced tax planning, portfolio analysis, and investment management and has helped families and individuals reach their financial goals since 2003. Prior to founding Falcon Wealth Planning, Gabriel served as an Investment Consultant specializing in asset guidance for high net worth individuals at TD Ameritrade. He also held his FINRA Series 7 and 66 licenses before working with a fee-only advisory firm. Gabriel received his Bachelor’s of Science degree in Business from the WP Carey School of Business at Arizona State University and his Master’s from the University of Massachusetts.
What this episode covers
Gabriel Shahin CFP®, MBA, AIF® Founder & Principal Gabriel is the Principal and Founder of Falcon Wealth Planning. He has extensive experience in advanced tax planning, portfolio analysis, and investment management and has helped families and individuals reach their financial goals since 2003. Prior to founding Falcon Wealth Planning, Gabriel served as an Investment Consultant specializing in asset guidance for high net worth individuals at TD Ameritrade. He also held his FINRA Series 7 and 66 licenses before working with a fee-only advisory firm. Gabriel received his Bachelor’s of Science degree in Business from the WP Carey School of Business at Arizona State University and his Master’s from the University of Massachusetts.
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More Knowledge More Wealth with Gabriel Shahin - 2-5-2022
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