Download "How to Find Ultra High Net Worth Clients"

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This week’s guest is Gabriel Shahin (@FalconOfFinance). 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.

Website: www.followgabriel.com

Website: https://moreknowledgemorewealth.com/

Instagram: https://www.instagram.com/gabriel.shahin/

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Interested in working at FourStar: https://fourstarwealth.com/Advisors

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Gabe’s Journey to Specializing in Tax |Clip From FAW Episode #8

Best Moments from FAW #8 w/Gabriel Shahin – Founder, Falcon Wealth #HighlightReel

DISCLAIMER:

This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar’s registration status and business operations please consult the firm’s form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

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