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Shashin Shah Financial Planner,

7800 Dallas Parkway, Plano, TX 75024View on Map

Description

Shashin has over 22 years of experience in wealth and investment management. He joined SFMG in 2016 after successfully building SGS Wealth Management for 10 years. He provides advanced wealth planning services to corporate executives and business owners. Shashin has been interviewed and quoted by leading financial publications including Money Magazine, Business Week, Smart Money, Wall Street Journal, Dow Jones, Dallas Morning News, and USA Today. He has also appeared on NBC Nightly News. He has been named to D Magazine?s Best Planners list consecutively since 2006. In 2007, Shashin was awarded the FPA Honors Award for commitment to Financial Planning. In 2011, Shashin was awarded the FPA Chairman?s Award for dedication to the profession. In 2012, Shashin was a nominee for the FPA?s highest honor - The Heart of Financial Planning Award. Shashin is a three-time board member for the Dallas Fort Worth Financial Planning Association, a CFP Board Ambassador, a subject matter expert for the Investment Manager Consultants Association (IMCA), and a subject matter expert for Wiley publications. Shashin?s community involvement includes sitting on the Board of Trustees for The Children?s Center in Dallas and sitting on the Site Based Decision Making committee for Mata Montessori.

Basic Details

  • Financial Planning
  • Financial Planning
  • 15 - 20 Years
  • 7800 Dallas Parkway
  • N/A

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