Gabriel Shahin

Falcon Wealth Planning

Gabriel Shahin, CFP®, is the CEO and Founder of Falcon Wealth Planning, one of the fastest-growing Registered Investment Advisor (RIA) firms in the U.S., managing nearly $1.5 billion in assets. With over 20 years of financial industry experience, he has led Falcon to achieve 30% year-over-year growth since its inception in 2015. Gabriel is also the host of the “More Knowledge, More Wealth” podcast and author of the Amazon Best Seller, “How the Rich Get Richer”. He frequently speaks on topics of scalable growth and operational execution. He stresses his expertise in fiduciary matters, noting that “Every fiduciary decision has a tax consequence”. He has been recognized as a CEO of the Year Finalist by WealthManagement.com and 2025 Barron’s Top 1200 Financial Advisor Ranking.

Conference Sessions

A3 - Fiduciary Income Tax Returns For Trusts