Dean Shah, CFP®

FEE-ONLY FINANCIAL PLANNER

About Dean

Dean is a Certified Financial Planner (CFP®) working as such since 2011.

Prior to that, Dean worked in the nuclear industry, designing and analyzing nuclear power plants. His technical papers were published in national and international journals. Dean mastered his analytical techniques in the nuclear industry; skills that are highly valuable for use with today’s sophisticated investment tools.

As a financial planner, Dean has provided personal and objective financial guidance to several clients. Financial planning covers investments, insurances, estate planning, taxes, retirement benefits, and a variety of other topics that differ from client to client. An accurate financial plan helps individuals meet their long-term financial goals thus leading to a prosperous life. Guiding clients to achieve their financial goals has been an extremely satisfying job.

Dean is a strong believer in ethics and always keeps the client’s best interest above all else. Working for a fee-only Registered Investment Advisor makes it easy to serve as a fiduciary. Local newspapers and NJMoneyHelp.com have published Dean’s responses to readers’
questions.

He resides in Franklin Lakes, NJ with his wife. In his spare time Dean enjoys reading, playing golf and travel.

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