Putting
people first.
Get to know our leadership team
Leadership at the Red Bank office is dedicated to doing good for our clients, employees and community.
Since graduating from Brown University I have only known one career, being a financial advisor. Over the last 15 years I have built a national practice based out Red Bank, NJ. I am fortunate that I have a passion for the work I do! As your financial advisor, my team and I will work hard for you/your family...
Since graduating from Brown University I have only known one career, being a financial advisor. Over the last 15 years I have built a national practice based out Red Bank, NJ. I am fortunate that I have a passion for the work I do! As your financial advisor, my team and I will work hard for you/your family to help put in place the right financial planning.
Looking to work with like-minded individuals who prioritize and understand the long-term importance of their financial health and security. My areas of expertise include risk management, wealth accumulation, and wealth preservation & distribution. The comprehensive plans I deliver are detailed to each respective...
Looking to work with like-minded individuals who prioritize and understand the long-term importance of their financial health and security. My areas of expertise include risk management, wealth accumulation, and wealth preservation & distribution. The comprehensive plans I deliver are detailed to each respective client, reflect an initial, yet, ongoing conversation focusing on goals and dreams.
Sagar runs a premier national wealth management firm, Shah Financial, for physicians, retirees, business owners and executives using an integrated approach to planning. Our mission is to provide our clients with go-to strategies, clear structure and first-class service to achieve their financial goals.
I understand that financial planning means something unique to everyone. I’ll work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. I’m passionate about partnering with clients who love to enjoy life and friendship. Let’s talk!