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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Abraham Shahin is an Investment Advisor Representative with Falcon Wealth Planning, Inc., located in Gilbert, Arizona. Matthew has been in the financial services industry for over nine years and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Matthew specializes in financial planning, portfolio management for individuals, and selection of other advisers. Matthew is a Certified Financial Planner™ professional and holds the Series 6, 7, 63, and 65 licenses. Matthew is currently registered with the following states: Arizona, California, and Texas. Previously, Matthew was employed at Wells Fargo Advisors, LLC and The Vanguard Group, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
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2
AZ
01/25/2024 - Present
Falcon Wealth Planning, Inc. (Gilbert AZ)
AZ
10/11/2016 - 01/29/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
10/03/2014 - 08/10/2016
WELLS FARGO ADVISORS, LLC (MESA AZ)
IA
Issued 05/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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