Ami Shah (CFP®)

Ami Shah focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Coordinated Investment and Tax Strategy Personal Finances Family Matters Job/ Life Changes Financial Freedom / Independence Complex Equity Compensation Values-based planning

Additional Information

Are we a good mutual fit? You're a mid-career working professional or executive in your 30s -40s. You're a kid of an immigrant or "first-gen" high earner, earning $200K+/yr as a household. You're thinking through questions like: am I on track, will I have enough to take care of my family and live the life I choose, how could I optimize my investments and tax strategy further? You're looking for a dedicated and reliable expert to give you time and energy back for what you enjoy, and to help you navigate major money decisions.

NAPFA Start Date

August 11, 2022


This Office

4315 50th St NW Washington, DC 20007 Phone: (917) 547-3227