rahul Shah CFP
Founder & Advisor, Peninsula Wealth
(a.k.a. Wealth leader extraordinaire)
Rahul Shah has worked in the financial services industry since 2002. He started his financial planning career at Merrill Lynch, eventually becoming Vice President and Wealth Management Advisor to high net worth clients. His primary focus continues to be developing and implementing comprehensive wealth management strategies for high net worth individuals and families.
A University of Michigan graduate and Certified Financial Planner™ (CFP®), Rahul lives with his wife and two sons in San Francisco. When he’s not working, you can find him coaching little league and sharing his love for baseball and the SF Giants with his sons.
What makes a good personal advisor?
"The ability to simplify things and really listen. I work with a diverse set of clients who have different backgrounds, philosophies, and outlooks. So it’s up to me, the advisor, to translate financial planning for each of my clients in the most relevant way possible."
What makes Peninsula Wealth a great organization?
"Each of us has our unique focus, but the one thing that binds us together is the idea that clients need freedom. Our clients want to go about life doing what they are most passionate about, knowing that the financial decisions we make will always put them in the most financially optimal position. This is what we hear from our clients and that’s what make our clients love us."