Falcon Wealth Planning
Overview
Falcon Wealth Planning is a fee-only registered investment advisor that specializes in comprehensive financial planning, investment management, and tax planning.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Zoe Financial | Apr 2025 | Series B | Co-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.
FAQ
Where is Falcon Wealth Planning based?
Falcon Wealth Planning is headquartered in Ontario, California, United States.
When was Falcon Wealth Planning founded?
Falcon Wealth Planning was founded in 2015.
How many portfolio companies does Falcon Wealth Planning have?
Falcon Wealth Planning has 1 portfolio company in Caplight's dataset.
What are some companies in Falcon Wealth Planning's portfolio?
Portfolio companies visible on Caplight include Zoe Financial.
What was Falcon Wealth Planning's most recent investment shown here?
Falcon Wealth Planning's most recent investment in this portfolio sample was in Zoe Financial in 2025.
What sectors does Falcon Wealth Planning focus on?
Falcon Wealth Planning focuses on FinTech, Enterprise Software.
What company stages does Falcon Wealth Planning focus on?
Falcon Wealth Planning typically invests at the Mid stage.