Falcon Wealth Planning

Helps clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments.

Leadership:
Gabriel Shahin
Revenue:
Less than 2 million
Industry:
Financial Services
Location:
OntarioCA 
Founded:
2014
10

WHY WE THINK WE'RE A GREAT PLACE TO WORK

We have a very intimate work environment. It is a great family feel. We have recently implemented organizational events, 401k with employer matching, and we accept all input from our employees so we can help foster the best work environment for them.

Other Inc. Honors

Inc. Verified Profile

MORE COMPANY INFORMATION

What is this?

Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals.

Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.

—Information provided by company
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