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Rahul Shah, CFP(R)

Rahul Shah, CFP(R)

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Regional Director, Partner @ EP Wealth Advisors Regional Director and Partner at EP Wealth Advisors
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Education

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University of Michigan

, 1992-01-01 - 1997-01-01

Work Experience

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EP Wealth Advisors

Current

EP Wealth Advisors

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Peninsula Wealth, LLC

2010-02-01 - 2025-04-01

Peninsula Wealth, LLC

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Merrill Lynch

2002-01-01 - 2010-02-01

Merrill Lynch

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Various Start Up

2000-01-01 - 2002-01-01

Various Start Up

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Target

1998-01-01 - 2000-01-01

Target

Skills

Certified Financial Planner Estate Planning Investments Retirement Planning Charitable Giving Strategies Tax Strategies Comprehensive Wealth Management Asset Allocation Business Development Finance Financial Services Investment Advisory Leadership Management Mutual Funds Portfolio Management Strategy Strategic Planning Strategic Financial Planning Wealth Management Services

Summary

Experienced Principal with a demonstrated history of working in the financial services industry. Strong entrepreneurship professional skilled in Certified Financial Planner, Retirement Planning, Tax, Investment Advisory, and Estate Planning.

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