ankit-shah-bio-page
 

 

ANKIT SHAH, CFP®, SENIOR FINANCIAL ADVISOR 

VIEWPOINT - PLEASANTON

I have been interested in finance since I was 14 years old, right when the Internet started being used for stock market trading, so I helped my father in those early days. I enjoy helping people plan for and enjoy their retirement. I started working in the industry in 2004, and I joined Ben in 2012.

I enjoy spending time with my family. My wife and I are raising our daughters here in Dublin. We all enjoy watching sports, from college football to International cricket. I enjoy travel but we are waiting for the kids to grow into it. I am hoping we see Scotland someday, especially after I backpacked through much of Europe in 2010.


CERTIFIED FINANCIAL PLANNER™ Professional

FINRA Series 7 and 66 securities registrations held through Commonwealth Financial Network

BS/BA, Finance, University of Alabama in Huntsville

CA Insurance License #0H82601

 

7011 KOLL CENTER PARKWAY, SUITE 260, PLEASANTON, CA 94566 | 925-227-8858 | [email protected]