Dhilan Shah, CPA*

tel: (860) 878-9000 DShah@barnumfg.com
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  • Financial Planner

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 and a Masters Degree from the University of Mumbai as well as a Chartered Accountant Certification from the Institute of Chartered Accountants. 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 Rushi and Paras both studying in UNE Medical school in Maine. In his spare time, he 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

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Working For the Future You Want

Services

Risk Management

Managing the risks that may compromise your financial goals is a vital step toward protecting your assets.

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Financial Strategies

A trusted financial advisor can support and help guide you to make solid decisions that turn life goals into reality.

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Retirement Strategies

Prepare well for your golden years now and enjoy a rewarding retirement later. 

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Receive a complimentary financial assessment

tel: (860) 878-9000 DShah@barnumfg.com
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