Ankit Shah, CFP^®

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, 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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.