Shashin G. Shah, CFP^®

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.

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