Meet Shashin G. Shah
Serving clients since 1994, Shashin views wealth as the ability for his clients to create experiences in their lives that have deep meaning to themselves and their loved ones. Understanding his clients on a personal level has allowed him to become a true steward of their wealth and has allowed his clients to gain a meaningful connection with their families, finances, and livelihood.
Shashin believes this type of guidance is essential—not just for financial planning—but also in planning for lifelong goals. He appreciates that at SFMG, every advisor is encouraged to give the advice they think is right for their clients.
When Shashin is away from the office, he stays busy with his wife, Mary, their three boys, and their two Aussie Doodles–Lola and Rocket! If they’re not traveling to a beach, you can find them volunteering at their children’s school and experiencing all of the culture that North Texas has to offer!
State University of New York – Bachelor of Science, Biology
CFP Board Ambassador
CFA Society of Dallas-Fort Worth
Financial Planning Association – DFW Chapter – (Past BOD Member)
Investments and Wealth Institute Subject Matter Expert
Communities Foundation of Texas Advisory Panel
Birthday Party Project
Site Based Decision Making Committee for Lakewood Elementary
St. Thomas Aquinas FOSTA Group, Lakewood Elementary- FOL Group
Credentials / Certifications
Chartered Financial Analyst – CFA
CERTIFIED FINANCIAL PLANNER™ – CFP®
More About Shashin G. Shah
Words to Live by
“Be the change you wish to see in the world” – Mahatma Gandhi
Q+A with Shashin
Dover Plains, NY.
Besides Investments, my wife and I are big foodies and love to try and make new foods.