Ankit Shah, CFP®
Senior Wealth Advisor
Designations and Licenses
Ankit is a CERTIFIED FINANCIAL PLANNER™ professional. He holds an insurance license in the state of California.
Experience and Education
Ankit works with clients to create comprehensive wealth management plans to help them reach their goals.
Prior to joining Mariner Wealth Advisors, he was a financial advisor for Viewpoint Financial Network. Before that, he was a financial advisor for Merrill Lynch.
He holds a bachelor’s degree in finance from the University of Alabama in Huntsville.
Personal Interests
Ankit enjoys traveling, watching sports and spending time with his family.
Ankit’s Office
Insights
Make the Most of Your Retirement Plan Contributions
August 25, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Money Management Strategies for Your College Student or Recent Graduate
August 1, 2023
Whether your adult child is a freshman at a university or you have a recent graduate, he or she...
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Eliminating Guilt from Spending
July 27, 2023
For many, they’ve become wealthy because of their focus on saving. They’ve spent their entire lives being disciplined and...
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