Hardik Shah, CFP®, ChFC®, CLTC

Hardik Shah, CFP®, ChFC®, CLTC

Associate Partner/Financial Advisor
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Phone: (302) 366-0366 x126
Fax: (302) 454-9405
E-mail:

Our Mission
Financial Life Plans for today with a clear vision for tomorrow.

Expertise
Hardik Shah, CFP®, ChFC®, CLTC, is a Financial Advisor at Diamond State Financial Group. He graduated from Fox School of Business, Temple University, with a Master of Business Administration in Finance. Since joining DSFG, he has earned his Series 6, 63, 65 and 7 registrations as well as his Life, Health and Ethics Insurance licenses. Hardik is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

A native of India, Hardik also earned his Master of International Business and Computer Applications Degree in his home country. Hardik has been awarded the Certified Financial Planner™ (CFP®) designation by the Institute of Financial Planning (IFP). An advisor has to go through an intense curriculum in the areas of financial planning and demonstrate consistent professionalism to achieve the CFP® designation. Once certified, CFP® practitioners are required to maintain technical competence, fulfill ethical obligations, and stay current with developments in the financial planning profession each year. Hardik’s practice focuses on providing estate, tax and business continuation strategy to his clients that include closely held business, physicians and professionals working in local corporations.

Hardik has earned four-time qualification in an industry elite organization, “Million Dollar Round Table” (MDRT) which is said to represent the top 1% of advisors in the world. He is also a member of the National Association of Insurance and Financial Advisors (NAIFA).

Personal
Hardik resides in Bear, Delaware, with his wife Kajari and daughter Meera. He sits on boards of local charity and community organizations like Indo-American Association of Delaware (IAAD), etc. He enjoys traveling, reading, mountaineering, and watching football only after he is done changing diapers! While living in India, Hardik won the Himalayan Trekker Award for successfully completing his expedition to Naina Peak in the snowy Himalayan range.