Best Investors Account Sign in
Current Employers
Zealth Planning, Llc

3400 Inland Empire Blvd Ste 100, Ontario, CA 91764 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-05
  • CA RA
    APPROVED
    Since 2025-11-05

Branch Locations

3400 Inland Empire Blvd Ste 100, Ontario, CA 91764 • United States

Falcon Wealth Planning, Inc.

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-02
TX RA APPROVED 2018-03-19
  • CA RA
    APPROVED
    Since 2025-09-02
  • TX RA
    APPROVED
    Since 2018-03-19

Branch Locations

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Falcon Wealth Planning, Inc. Rancho Cucamonga CA 01/2015 Present
Zealth Planning, Llc Ontario CA 04/2025 Present
Falcon Wealth Tax Services Ontario CA 09/2018 Present
Financial Community Education Foundation Ontario CA 08/2018 Present
Falcon Empire Properties, Llc Ontario CA 01/2022 Present
Falcon Wealth Properties Ontario CA 12/2017 Present
  • 01/2015 → Present
    Rancho Cucamonga, CA
  • 04/2025 → Present
    Ontario, CA
  • 09/2018 → Present
    Falcon Wealth Tax Services
    Ontario, CA
  • 08/2018 → Present
    Financial Community Education Foundation
    Ontario, CA
  • 01/2022 → Present
    Falcon Empire Properties, Llc
    Ontario, CA
  • 12/2017 → Present
    Falcon Wealth Properties
    Ontario, CA
Previous Registrations
  • 2014-05-16 → 2015-03-30
    Irvine, CA
  • 2010-10-15 → 2014-04-09
    Td Ameritrade, Inc.
    Upland, CA
  • 2010-10-15 → 2014-04-09
    Td Ameritrade Investment Management, Llc
    Rancho Cucamunga, CA
  • 2009-12-08 → 2010-09-30
    Tempe, AZ
    St Louis, MO
    Tempe, AZ
    Tempe, AZ
Other Businesses

1. Falcon Wealth Tax Services; investment related : YES; 3400 Inland Empire Blvd Ste 100 Ontario, CA 91764; Tax services and preparation; Principal; Business consultant on growth; 2018-09-01; Hours devoted to business outside trading hours: 40. 2. Financial Community Education Foundation; non-investment related; 3400 Inland Empire Blvd Ste 100 Ontario, CA 91764; Provide community education seminars to educate the community to avoid being taken advantage of by financial professionals with complicated financial products; President; Teach seminars that educate the community to avoid being taken advantage of by financial professionals with complicated financial products; 2018-08-20; Hours devoted to business outside trading hours : 40. 3. FALCON EMPIRE PROPERTIES, LLC ; PRESIDENT; INVESTMENT RELATED: NO; 3400 INLAND EMPIRE BLVD STE 100 ONTARIO CA 91764 UNITED STATES; REAL ESTATE MANAGEMENT COMPANY; PROPERTY MANAGEMENT; 2022-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 20; 4. FALCON WEALTH PLANNING, INC; PARTNER; INVESTMENT RELATED; 3400 INLAND EMPIRE BLVD STE 100 ONTARIO CA 91764 UNITED STATES; INVESTMENT MANAGEMENT; 2015-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 150;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 15; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 70; 5. FALCON WEALTH PROPERTIES, LLC ; PRESIDENT; Non-INVESTMENT RELATED; 3400 INLAND EMPIRE BLVD STE 100 ONTARIO CA 91764 UNITED STATES; PROPERTY MANAGEMENT; 2017-12-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 5; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 15;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-25
  • S66 Uniform Combined State Law Examination
    2009-11-25
Designations
Other Names
  • Gabriel Shahin

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ontario, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor