Ankit Shah, CFP®, 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 registrations held through Commonwealth Financial Network
B.S./B.A., Finance, University of Alabama in Huntsville
CA Insurance License #0H82601