Ankit Shah, CFP®
Senior Wealth Advisor
San Francisco Bay Area|
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
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