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Shahin, Gabriel
CEO
Falcon Wealth Planning
RIAs: Less Than $10 Billion AUM/AUA
Luminaries 2026 Impact Statement
As CEO of Falcon Wealth Planning, Gabriel Shahin has built one of the fastest-growing fiduciary wealth management firms in the country, overseeing more than $1.9 billion in client assets. His leadership combines innovative technology with an education-first approach to financial planning, helping make complex decisions more accessible and actionable for clients. Central to that vision is Falcon’s proprietary “Planning Made Simple” framework, which leverages AI-powered tools to standardize and enhance the planning experience for more than 1,500 households. The approach has enabled Falcon to scale to 80 professionals while maintaining a 99.6% client retention rate. Beyond the firm’s growth, Gabriel is a recognized thought leader committed to improving financial literacy.
