Peninsula Wealth

After 8 years with Merrill Lynch, Rahul Shah decided that it was time to take the client experience to the next level and Co-Founded Peninsula Wealth, LLC. As a Certified Financial Planner™. Rahul develops and implements the comprehensive Wealth Management strategies for High Net Worth Individuals and Families. During his tenure with Merrill Lynch, Rahul was a Vice President and Wealth Management Advisor to High Net Worth clients. He focused on Executives and veterans at both private and publicly held technology and biotech companies, many of whom made their wealth through their company stock. Prior to Merrill Lynch, Rahul was a financial analyst for Target, Inc. He was born and raised in Michigan and received his degree from the University of Michigan, Ann Arbor. Rahul lives in San Francisco and enjoys spending his free time swimming, hiking, and taking his friends and family to the Giants Baseball games.

Tejal Shah has served as a financial advisor for high net worth families and businesses since 2006 at Merrill Lynch, where she specialized in retirement planning strategies for high net worth clients. In addition, she provided comprehensive financial planning advice as well as investment manager selection, investment research/analytics and business development. Tejal is a Chartered Retirement Planning Counselor™ and has a B.S. in Mechanical Engineering from the University of Rochester in Rochester, NY. As a Co-Founder of Peninsula Wealth, LLC, her responsibilities continue in financial planning as well as business development and operations, account management and general client service. Tejal lives in San Francisco with her family and enjoys yoga, reading with her book club, and the local dining scene.

Kristina Ventura joined Peninsula Wealth, LLC in June 2011. She was previously employed at Merrill Lynch for eight years on a team that specializes in servicing high net worth individuals. Kristina also has prior experience in the mortgage and insurance industries. At Peninsula Wealth, LLC she is responsible for assisting in office and account administration, compliance and pre-sale research. Kristina is a Bay Area native, only leaving to earn her degree at San Diego State University, and currently resides in Silicon Valley. She enjoys reading, hiking and spending time with her family.

Patrick J. Burns, Jr., J.D. is the President and founder of Advanced Regulatory Compliance, Inc., a leading compliance consulting firm for the RIA industry. He is also the managing attorney with the Law Offices of Patrick J. Burns, Jr., P.C., a securities law firm dedicated to assisting industry members with their legal needs. Mr. Burns received his Juris Doctorate degree from Southwestern University School of Law in Los Angeles, California and Bachelor of Business Administration degree from Pace University’s Lubin School of Business. Mr. Burns is a member of the California, New York and New Jersey Bars and also a member of the Financial Planning Association.

Jim McHale, of McHale Financial, is a Certified Public Accountant and a Certified Financial Planner®. He earned his B.S. in Business Administration and Master of Business Administration, with concentrations in Accounting and Finance, from the State University of New York at Buffalo.

McHale Financial takes a holistic approach to their clients’ financial well being. The firm works with high-net-worth individuals and their related business entities, including the preparation of estate, trust, and gift tax returns. McHale Financial also assists with stock options, ESPP, and restricted stock planning. They also perform bookkeeping and “family office” work for some individuals.

Jim McHale is a part-time instructor of the Certified Financial Planning curriculum for Kaplan-Schweser and is one of few instructors nationwide who teach all six prerequisite classes, as well as the entire comprehensive review. He was named a “Faculty All-star” at San Francisco State University’s College of Extended Learning. He is a member of the American Institute of Certified Public Accountants, California Society of Certified Public Accountants, and the Financial Planning Association.

Senior Principal Partner at Bellesbach, Le & Company,  has been in public accounting since 1977. In addition to servicing the individual tax needs of a myriad of clients, Michael also provides accounting services for business clients including C and S Corporations, LLC’s, Partnerships, Gifts and Trusts and Estates. At the individual level he specializes in tax planning and tax preparation related to many issues including stock option planning, alternative minimum tax planning, business planning for the self-employed/independent contractor, as well as estate, gift and tax planning for the high net-worth individual. He  has built his practice around being proactive toward clients tax and accounting needs,  while interfacing with advisors like Peninsula Wealth, LLC in helping clients achieve their overall financial planning goals.