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.