Ishaan Shah, RICP®, CRES®

Ishaan Shah’s approach is to encompass his strong family values and the commitment to build long-term relationships with his clients. His practice advises families and businesses throughout the U.S. who seek straightforward solutions regarding asset protection, portfolio management/income distribution, and estate planning strategies.

Together they develop a holistic life plan that manages decision-making processes to minimize tax inefficiencies and maximize investment opportunities among all asset classes. Mr. Shah has been involved in the financial services industry after graduation from University of Pittsburgh.  Since then, he has made it his life work to help people achieve financial independence while empowering them to live a balanced life filled with success and significance.

Ishaan has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania and has been awarded Equitable Advisors' Retirement Planning Specialist title for completing the Equitable at Retirement® education program. Only a select group of Equitable Advisors financial professionals nationwide qualify for and complete this elite program. The Wharton program is part of Equitable Advisor’s overall commitment to providing clients with the most comprehensive and up-to-date information on a broad range of financial topics related to retirement. Equitable Life Insurance Company (NY, NY) and Equitable Advisors are affiliated companies.

Ishaan was promoted to Vice President for Equitable Advisors in 2015.  His approach fosters a professional agency environment by recruiting individuals who have the drive and commitment to succeed in the financial services industry. Ishaan ensures that his team receives the training, guidance, skills, and knowledge they need to achieve their professional goals, offering continued support as their business and career needs change.

Ishaan Shah offers securities through Equitable Advisors (member FINRA, SIPC), and, as an agent of Equitable Network, LLC, offers the annuity and life insurance products of Equitable Life Insurance Company (NY, NY) and those of unaffiliated carriers.  Equitable Advisors, Equitable Network and Equitable are affiliated companies and do not provide tax or legal advice.  Retirement Benefits Group is a specialized division of Equitable Advisors.