Shashin G. ShahCFA, CFP®
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
CFP Board Ambassador, CFA Society of Dallas-Fort Worth, Financial Planning Association of Dallas (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
Investment Management, Financial Planning, Working with Business Owners, Executives, and those moving forward after an Inheritance or Sale.
Q+A with Shashin
Dover Plains, NY.
Besides Investments, my wife and I are big foodies and love to try and make new foods.