Dhilan Shah, CPA*

  • Wealth Advisor
  • Financial Planner
  • Life Insurance Agent

CA Insurance License # 4192688

In today’s complex world, it is more important than ever to have a financial services representative that can help you see the “big picture” and address your entire financial life. Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals. Areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies. Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.

In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.

About Dhilan

Before bringing his practice to Barnum, Dhilan spent over 19 years in the Finance industry as a Finance Director for Travelers, a Finance Manager at Aetna and most recently as a Financial Planner at Prudential. Dhilan specializes in Life Insurance and Investments.

Dhilan also holds a CPA* designation, a Master’s Degree from University of Mumbai and is a Chartered Accountant from ICAI.  He serves as the Vice President of the India Association of Connecticut and is on the Board of the Rocky Hill Chamber of Commerce. He currently holds his Series 7, and 66 and is Licensed to sell Life and Health Insurance.

Dhilan resides in Rocky Hill, CT with his wife Trupti and his twin sons Dr. Rushi Shah starting residency in Anesthesia and Dr.Paras Shah completing residency in Family Medicine.. In his spare time, Dhilan enjoys singing in his band, Music4U, Salsa and Ballroom dancing as well as acting in community theater and film.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Please contact this office for further information. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates. Member SIPC. www.sipc.com 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. *Not practicing on behalf of MML Investors Services, LLC.

Domiciled in CT.

Check the background of this investment professional on FINRA’s BrokerCheck