Shashin Shah

Shashin Shah, CFA, CFP®, is an experienced financial professional currently serving as the Managing Director at SFMG Wealth Advisors since July 2016. In this role, Shashin employs a Collaborative Wealth Process to assist clients in managing and developing advanced wealth management plans, acting as a steward of their wealth. Previously, from June 2006 to June 2016, Shashin was the Owner and Principal Wealth Manager at SGS Wealth Management. Educational qualifications include a CFA Program in Investment Management from The University of Dallas and a CFP Certificate Course in Financial Planning from the University of North Texas, along with a Bachelor of Science in Biology from the University at Albany.