Dylan Shah, CPA*

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 Dylan

Before bringing his practice to Barnum, Dylan 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. Dylan specializes in Life Insurance and Investments.

Dylan also holds a CPA* designation, a Master’s Degree from University of Mumbai and is a Chartered Accountant from
ICAI. He is an Ambassador at Asian American Hotel Owners Association and had in the past served as President of the India
Association of Connecticut and was 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.

Dylan resides in Rocky Hill, CT with his wife Trupti and his twin sons Dr. Rushi Shah completing his residency in Anesthesia and
Dr. Paras Shah a practicing Family Medicine physician. In his spare time, Dylan 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. Domiciled in CT

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