Paresh Shah, Cfp® Email and Phone Number
☑️ WHY MONEY: Finances may help or hinder your dreams. Our purpose is to alleviate money worries, so that you can focus on your business and family. ☑️WHO WE WORK WITH: Small Business Owners and Professionals who are looking for greater financial security and growth.☑️WHAT WE DO: Take a wholistic approach to You and Your Finances, helping you realize your financial goals with more certainty.I help families and businesses protect their assets and plan for a financial future that allows them to pursue their dreams with confidence. As a licensed CPE presenter and through the CPE Seminars I give, it is my goal to coach CPAs of the resources that will assist them to guide their clients on Financial Planning, Investments, Life, Disability and Long-Term Care Insurance. I specialize in Pension & Profit Sharing Plans, Asset Protection, Estate Planning and Business Succession Planning.Long Island Business News awarded Paresh the "2016 Honoree - Diversity in Business Award".Schedule a complimentary 30-minute session now by going to the website below or by clicking on "contact info" above!http://www.scheduleonce.com/pareshahwebsiteSecurities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Advisory services offered through Merkkuri Wealth Advisors, LLC, an Investment Adviser registered with the U.S. Securities & Exchange Commission. LSF is not affiliated with PareShah Partners or Merkkuri Wealth Advisors, and does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered.
Mdrt Foundation
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TrusteeMdrt Foundation Sep 2023 - PresentTrustee at MDRT Foundation from Sept 1, 2023 to August 30, 2026 -
Managing PrincipalPareshah Partners Llc Mar 2018 - Present
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CeoPareshah Financial Services Apr 2013 - Mar 2018
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Financial RepresentativeForest Hills Financial Group An Agency Of Guardian Life Mar 2005 - Mar 2018
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Financial RepresentativeGunnallen Financial Dec 2003 - Feb 2005Tampa, Florida, Us -
OwnerMerkuri Global Jul 1996 - Dec 2003
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DirectorReine Chemicals Pvt. Ltd. May 1993 - Jun 1996
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Management TraineeNocil Jun 1991 - Apr 1993Mumbai, Maharashtra, In
Paresh Shah, Cfp® Education Details
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Indian Institute Of Technology, KharagpurChemical Engineering -
Jai Hind CollegeScience -
Campion School
Frequently Asked Questions about Paresh Shah, Cfp®
What company does Paresh Shah, Cfp® work for?
Paresh Shah, Cfp® works for Mdrt Foundation
What is Paresh Shah, Cfp®'s role at the current company?
Paresh Shah, Cfp®'s current role is Certified Financial Planner | Wealth Manager | Insurance Specialist | Top of the Table MDRT | Licensed CPE Presenter | Pension Plans, RPT, Captive Insurance | Industry Speaker | Helping Clients Achieve Financial Success.
What schools did Paresh Shah, Cfp® attend?
Paresh Shah, Cfp® attended Indian Institute Of Technology, Kharagpur, Jai Hind College, Campion School.
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