Unbiased Advice From Our Team
RAISE YOUR EXPECTATIONS
Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Falcon Wealth is a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER™ Professionals who help clients across the country.
ABOUT FALCON WEALTH
Most people do not know what to do with their money. They don’t want to make risky decisions, pay high fees, or invest in products that are not tax beneficial. The financial planning industry doesn’t make it easy. It is fraught with distrust and far too often clients are sold products and services by brokers trying to land a sale.
Falcon Wealth Planning is different.
WE DON’T TRY TO SELL YOU ANYTHING OR CHARGE HIDDEN FEES.
TRUST & TRANSPARENCY: These values are integral to providing comprehensive services to help you achieve your goals. They are values we live by here at Falcon Wealth Planning. With more than 30 years of combined experience, our team dedicates our services to preparing creative solutions tailored specifically to you.
Gabriel Shahin CFP®, MBA, AIF®
Founder & Principal
Ray Bartolome
Chief Compliance Officer & Chief Operating Officer
Min Joseph Song CFP®, AIF®
Principal
Michael Jensen CFP®
Managing Partner
Kevin Mayo CFP®, MBA
Managing Director
Pete Gautreau CPA
Managing Partner
Ron Guay CFP®, EA
Managing Director
Zackary Tyler Royce CFP®
Regional Director
Matthew Shahin CFP®, MBA
Regional Director
Ryan Perry CFP®, AIF®
Financial Planner
Kendell Frye CFP®
Financial Planner
Ellen R. Brasee CFP®, AIF®
Financial Planner
Quinn Carranza CFP®
Financial Planner
Peter Lombardi CFP®, MBA
Financial Planner
Nicky Amore CFP®, CPWA®, MBA
Managing Director
Marc Melendez
Associate Planner
Christopher Carreon
Associate Planner
Jamil Abdullah CFP®, CFA
Financial Planner
Sophia Shahin
Director of Education
Mariah Trujillo
Director of Operations
Earl Harris MBA
Business Development Manager
Jagruti Ravindra Sawant
Portfolio Trading Manager
Jordan Mayo
Marketing Communications Manager
Michelle Haddad
Operations Manager
Dana Banks
Office Administrator
Ricky Perez
Planning Specialist
Danielle Hurtado
Tax Specialist
Alexandria Castillo
Planning Specialist
Kory Fleischman
Tax Specialist
Jason Walthart
Business Development Specialist
William Shumaker
Business Development Specialist
Melissa Khodr
Marketing Communications Specialist
Raquel Ramirez
Operations Specialist
Melany Solis Mendoza
Receptionist
Serenah Cadena
Operations Specialist
Katie Alexander
Building Manager
Aracely Enriquez
Operations Specialist
Klarissa Larsen
Operations Specialist
Sadie Santillan
Receptionist
Mario Chavez
Tax Manager
Cory Griffiths
Planning Specialist
Joshua Barerra
Tax Intern
Andrea McNamara
Business Development Specialist
Jen Reyes
HR Specialist
Crystal Kozlak
Planning Specialist
Rachel Vonbank
Billing Specialist