Preeti  Shah,  CFP<sup>&reg;</sup> - Financial Advisor

Preeti Shah, CFP®

CPA,

Financial Advisor

Enlight Financial

61 Lehavre Ct
Hamilton, NJ 08619-4724
FINANCIAL ADVISOR'S WEBSITE
(201) 892-6094

General

Preeti Shah is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Enlight Financial in Hamilton, NJ and the surrounding communities.

Financial Advisor Overview

Advisory firms and their processes can be quite different from one to the next. I run a small boutique firm as the sole advisor - I am known for my personalized, educational, collaborative, deep-dive, off-hour, unlimited hour, and open-minded planning style. Please visit my website at www.EnlightFinancial.com to learn more about how I can help you.

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Financial Advisor Experience

Over 28 years in the financial industry, started my career in the Audit department of Arthur Andersen, also worked with BMW and Schering Plough. Experience with Tax, Audit, Accounting, Small Business, and all areas of Financial Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: NJ, IL, DE, PA, TX, VA
  • Fixed annuities: NJ, IL, DE, PA, TX, VA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Identity Theft, Insurance, Real Estate, Retirement, Stocks & Bonds, Startup, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources