Gabriel Shahin is a CFP-designated registered investment advisor at Zealth Planning, LLC, based in Ontario, CA, with 16 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more.
Compensation
Firm Size
IM Fee
Fee Structure
Zealth Planning offers ongoing financial planning for a recurring monthly fee, ranging from $10 to $100. The fee depends on the client's needs, complexity, time, research, and resources required.
Contact
Gabriel Shahin
Location
3400 Inland Empire Blvd., Suite 100, Ontario, CA, 91764
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gabriel is involved in several businesses, including Falcon Wealth Tax Services, Financial Community Education Foundation, Falcon Wealth Properties, Falcon Empire Properties LLC, Zealth Planning LLC, and Consumer Track. He also provides tax services, community education, real estate management, and writes articles on investing and finance, dedicating about a quarter of his time to Falcon Wealth Tax Services and the Financial Community Education Foundation.
Employment History
Current Registrations
Zealth Planning, LLC
Falcon Wealth Planning, INC.
Previous Registrations
Pure Financial Advisors, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Edward Jones
State Registrations2 states
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