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Falcon Wealth Planning

Falcon Wealth Planning

Ontario, Californiafalconwealthplanning.com

Overview

Falcon Wealth Planning is a fee-only registered investment advisor that specializes in comprehensive financial planning, investment management, and tax planning.

Year Founded

2015

Portfolio Companies

3

Investments

Falcon Wealth Planning investments
CompanyDateStageLead
ZOEApr 2025Series BCo-investor
Zoe AgentApr 2025Series BCo-investor
Zoe FinancialApr 2025Series BCo-investor

Key People

CFP® Gabriel Shahin

Founder And Principal

CFP® Michael Jensen

Managing Partner

CFP® AIF® Min Song

Principal, Financial Planner

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersOntario, California
Year Founded2015

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