Hardik Shah
About Hardik Shah
Hardik Shah Wealth Manager
Hardik Shah holds the position of Senior Partner and Wealth Manager. His role involves advising clients on investment strategies, managing wealth portfolios, and ensuring financial goals are met. He provides specialized guidance tailored to individual financial needs.
Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA)
Hardik Shah's qualifications include Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Plan Fiduciary Advisor (CPFA). These certifications reflect his expertise and proficiency in comprehensive financial planning, retirement planning, and fiduciary responsibilities.
Treasurer for DSFG Cares
Hardik Shah serves as the Treasurer for DSFG Cares, a charitable initiative dedicated to enhancing the quality of life for children. The initiative focuses on improving education, promoting health and safety, and supporting community welfare. His role includes managing finances and ensuring efficient allocation of resources.