Hardik Shah, CFP®, ChFC®, CPFA

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.