Shashin G. Shah,  CFP<sup>&reg;</sup> - Financial Advisor

Shashin G. Shah, CFP®

CFA,

Managing Director

SFMG Wealth Advisors

7800 Dallas Pkwy, Ste 350
Plano, TX 75024
FINANCIAL ADVISOR'S WEBSITE
(972) 960-6460

General

Shashin Shah is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SFMG Wealth Advisors in Plano, TX and the surrounding communities.

Financial Advisor Overview

Shashin is a Managing Director at SFMG Wealth Advisors and has to provided advanced wealth planning services to corporate executives and business owners. Shashin holds the CFP® designation and is also a CFA Charter Holder. He 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. In 2020, Shashin was named to D Magazine’s list of Best Financial Planners*. 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 former three-time board member for the Dallas Fort Worth Financial Planning Association. He is a current CFP Board Ambassador and has sat on two National Advisory Committees for the Financial Planning Association. His community involvement also includes work with the Dallas Symphony Orchestra and the Texas Stampede. He, his wife Mary, and his three boys reside in Dallas, Texas.

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Financial Advisor Experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Real Estate, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources