Hardik Shah Cfp® Chfc® Cpfa Email & Phone Number

I graduated from Fox School of Business, Temple University, with a Master of Business Administration in Finance. Since joining Diamond State Financial Group, I have earned Series 6, 63, 65 and 7 registrations as well as Life, Health and Ethics Insurance licenses. I am a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.I earned my Master of International Business and Computer Applications Degree in India. I have also earned the CERTIFIED FINANCIAL PLANNER™ certification by the Institute of Financial Planning (IFP). An advisor has to go through an intense curriculum in the areas of financial planning and demonstrate consistent professionalism to achieve the CFP® certification. Once certified, CFP® practitioners are required to maintain technical competence, fulfill ethical obligations, and stay current with developments in the financial planning profession each year. My practice focuses on providing estate, tax and business continuation strategy to my clients that include closely held business, physicians and professionals working in local corporations.I currently reside in Bear, Delaware, with my wife Kajari and daughters, Meera and Kaavya. And am involved in local charity and community organizations like Indo-American Association of Delaware (IAAD), etc. I enjoy traveling, reading, playing tennis and watching football. Diamond State Financial Group Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 900 Prides Crossing Newark, DE 19713

Listed skills include Estate Planning, Financial Advisory, Insurance, Retirement Planning, and 17 others.