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Shashin Shah, Cfa, Cfp® Email & Phone Number

Managing Director at SFMG Wealth AdvisorsCFP Board Ambassador at SFMG Wealth Advisors
Location: Dallas, Texas, United States 3 work roles 5 schools
2 work emails found @sfmg.com 7 phones found area 214 and 972 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 7 phones

Work email s****@sfmg.com
Direct phone (214) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
SFMG Wealth Advisors
Role
Managing Director at SFMG Wealth AdvisorsCFP Board Ambassador
Location
Dallas, Texas, United States
Company size
23 employees

Who is Shashin Shah, Cfa, Cfp®? Overview

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Quick answer

Shashin Shah, Cfa, Cfp® is listed as Managing Director at SFMG Wealth AdvisorsCFP Board Ambassador at SFMG Wealth Advisors, a company with 23 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at sfmg.com, phone signal with area code 214, 972, and a matched LinkedIn profile for Shashin Shah, Cfa, Cfp®.

Shashin Shah, Cfa, Cfp® previously worked as Managing Director at Sfmg Wealth Advisors and Director at Sfmg Wealth Advisors. Shashin Shah, Cfa, Cfp® holds Cfa Program, Investment Management from The University Of Dallas.

Company email context

Email format at SFMG Wealth Advisors

This section adds company-level context without repeating Shashin Shah, Cfa, Cfp®'s masked contact details.

{first}@sfmg.com
92% confidence

AeroLeads found 2 current-domain work email signals for Shashin Shah, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Shashin Shah, Cfa, Cfp®

SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.

Listed skills include Wealth Management, Investments, Retirement Planning, Retirement, and 14 others.

Current workplace

Shashin Shah, Cfa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

SFMG Wealth Advisors
Sfmg Wealth Advisors
Managing Director at SFMG Wealth AdvisorsCFP Board Ambassador
plano, texas, united states
Website
sfmg.com
Employees
23
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Company profile
View company profile Email format
3 roles

Shashin Shah, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Director

Current
Sfmg Wealth Advisors

Dallas/Fort Worth Area

We assist our clients by employing a Collaborative Wealth Process and work with their existing advisors to strategically manage develop and Advanced Wealth Management Plan. As our client’s Private Wealth Advisor, we are stewards of their wealth and help them plan their personal journey.Our company is based on the principle that education and understanding.

Jul 2016 - Present

Wealth Manager

Sgs Wealth Management

Dallas, Texas

Owner and Prinicipal Wealth Manager.

Jun 2006 - Jun 2016
Team & coworkers

Colleagues at SFMG Wealth Advisors

Other employees you can reach at sfmg.com. View company contacts for 23 employees →

CO Corey Orthengren, Cpa, Cfp® Corey Orthengren, Cpa, Cfp® Colleague at Sfmg Wealth AdvisorsDallas, Texas, United States, United States View → MH Melissa Hawkins Melissa Hawkins Colleague at Sfmg Wealth AdvisorsPlano, Texas, United States, United States View → MJ Maxim Jostrand Maxim Jostrand Colleague at Sfmg Wealth AdvisorsAllen, Texas, United States, United States View → LR Lashell Robbins Lashell Robbins Colleague at Sfmg Wealth AdvisorsPlano, Texas, United States, United States View → GC Garrett Cayet, Cfa Garrett Cayet, Cfa Colleague at Sfmg Wealth AdvisorsDallas, Texas, United States, United States View → DG David Gamble David Gamble Colleague at Sfmg Wealth AdvisorsPlano, Texas, United States, United States View → EC Elizabeth Cause Elizabeth Cause Colleague at Sfmg Wealth AdvisorsCelina, Texas, United States, United States View → BL Beth Locke Beth Locke Colleague at Sfmg Wealth AdvisorsDallas, Texas, United States, United States View → WB Wyatt Blackstock Wyatt Blackstock Colleague at Sfmg Wealth AdvisorsProsper, Texas, United States, United States View → CG Craig Greenway Craig Greenway Colleague at Sfmg Wealth AdvisorsPlano, Texas, United States, United States View →
5 education records

Shashin Shah, Cfa, Cfp® education

FAQ

Frequently asked questions about Shashin Shah, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Shashin Shah, Cfa, Cfp® work for?

Shashin Shah, Cfa, Cfp® works for SFMG Wealth Advisors.

What is Shashin Shah, Cfa, Cfp®'s role at SFMG Wealth Advisors?

Shashin Shah, Cfa, Cfp® is listed as Managing Director at SFMG Wealth AdvisorsCFP Board Ambassador at SFMG Wealth Advisors.

What is Shashin Shah, Cfa, Cfp®'s email address?

AeroLeads has found 2 work email signals at @sfmg.com for Shashin Shah, Cfa, Cfp® at SFMG Wealth Advisors.

What is Shashin Shah, Cfa, Cfp®'s phone number?

AeroLeads has found 7 phone signal(s) with area code 214, 972 for Shashin Shah, Cfa, Cfp® at SFMG Wealth Advisors.

Where is Shashin Shah, Cfa, Cfp® based?

Shashin Shah, Cfa, Cfp® is based in Dallas, Texas, United States while working with SFMG Wealth Advisors.

What companies has Shashin Shah, Cfa, Cfp® worked for?

Shashin Shah, Cfa, Cfp® has worked for Sfmg Wealth Advisors and Sgs Wealth Management.

Who are Shashin Shah, Cfa, Cfp®'s colleagues at SFMG Wealth Advisors?

Shashin Shah, Cfa, Cfp®'s colleagues at SFMG Wealth Advisors include Corey Orthengren, Cpa, Cfp®, Melissa Hawkins, Maxim Jostrand, Lashell Robbins, and Garrett Cayet, Cfa.

How can I contact Shashin Shah, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Shashin Shah, Cfa, Cfp® at SFMG Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Shashin Shah, Cfa, Cfp® attend?

Shashin Shah, Cfa, Cfp® holds Cfa Program, Investment Management from The University Of Dallas.

What skills is Shashin Shah, Cfa, Cfp® known for?

Shashin Shah, Cfa, Cfp® is listed with skills including Wealth Management, Investments, Retirement Planning, Retirement, Financial Advisory, Wealth, Wealth Management Services, and Strategic Partnerships.

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