Stephanie Dyane Photography - 2017 -0892BW*.jpg

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.


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 


7011 Koll Center Parkway, Suite 260, Pleasanton CA 94566   |   925-227-8858   |