Financial Advisor's Workshop with Brian Kasal #8 The Art of Minimizing Taxes For Your Clients w/ Gabriel Shahin Founder and Principal at Falcon Wealth Planning, Inc.
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Gabriel Shahin (@FalconOfFinance) 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
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Website: https://www.falconwealthplanning.com/
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