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  2. Hardik Shah, CFP®, ChFC®, CPFA

Hardik Shah, CFP®, ChFC®, CPFA

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Hardik Shah, CFP®, ChFC®, CPFA
Senior Partner | Wealth Manager
Phone: 
(302) 366-0366 x126
E-mail: 
hardik.shah@dsfg.com

Our Mission

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

Expertise

Hardik Shah, CFP®, ChFC®, CPFA, 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. 

A native of India, Hardik also earned his Master of International Business and Computer Applications Degree in his home country.  Hardik has earned the CERTIFIED FINANCIAL PLANNER™ certification by the Institute of Financial Planning (IFP).  An advisor must go through an intense curriculum in the areas of financial planning and demonstrate consistent professionalism to achieve the CFP® certification.  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 is a member of the National Association of Insurance and Financial Advisors (NAIFA) and Society of Financial Services Professionals. 

He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Personal

Hardik resides in Bear, Delaware, with his wife Kajari and daughters, Meera and Kaavya.  He is actively involved in local charity and community organizations like Indo-American Association of Delaware (IAAD), etc.  He enjoys traveling, reading, playing tennis and watching football.  While living in India, Hardik won the Himalayan Trekker Award for successfully completing his expedition to Naina Peak in the snowy Himalayan range.

 

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Our Team

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121 Continental Drive, Suite 110, Newark, DE 19713 United States
  •  Tel: (302) 366-0366
  •  Fax: (302) 454-9405
  •  service@dsfg.com
200 E. State Street, Suite 303, Media, PA 19063
  •  Tel: 610.565.9550
  •  Fax: 610.892.0822
  •  service@dsfg.com
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  •  

UD Blue Hen 17&43 Award is based on eligibility and selection criteria created and maintained by the University of Delaware.  Working with this firm is not a guarantee of future financial results.  Investors should conduct their own evaluation.

Fastest 50 Award is based on a three-year average (2016, 2017, 2018) of steady and/or significant employee and revenue growth. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

DSBC Blue Ribbon Award for Best Professional Company is granted based on the firm's involvement with the local chamber of commerce. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 

Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

121 Continental Drive, Suite 110, Newark DE 19713.  (302)366-0366 2953023 DOFU 06/2020

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