Ankit Shah, CFP®

Financial Planning Associate

Ankit joined our firm in 2012 with 8 years of experience as an investment professional with Merrill Lynch. He has been a tremendous addition to the team in both the knowledge he brings and the interpersonal skillls he posseses. He is a  CERTIFIED FINANCIAL PLANNER™ and is FINRA licensed Series 7 through Commonwealth Financial Network.

Besides being an important part of the Investor Service Team, Ankit is part of the portfolio managment team and assists in the preparation of financial plans for our clients. Ankit has an infectious laugh and clients love his "Can Do" attitude.

Ankit was born in India, but raised and educated in Alabama, so don't let let the southern twang fool you. He received his Bachelor of Science at the University of Alabama, Huntsville. He is married and is raising a daughter right here in the Tri Valley area. He is an avid sports fan and enjoys watching professional cricket and playing the game with his friends.


Ankit's Profile


Phone 925-227-8858
Fax 925-227-8859