Hardik Shah Senior Partner & Wealth Manager | Diamond State Financial Group

Our Team

At Diamond State Financial Group our clients come first. It is because of you, each of our associates have been carefully selected based on their knowledge, experience and desire to deliver an exceptional client experience. Our financial team adheres to a vigorous continuing education program including industry due diligence meetings in order to provide clients with current and relevant financial perspectives.

Hardik Shah

CFP®, ChFC®, CPFA
Senior Partner | Wealth Manager

Hardik Shah, CFP®, ChFC®, CPFA, is a Financial Advisor at Diamond State Financial Group. His practice focuses on providing his client’s estate, tax and business continuation strategies, including advising on qualified retirement plans. Hardik works with closely held businesses, physicians and professionals working in local corporations.

Contact Hardik

Hardik Shah CFP®, ChFC®, CPFA Senior Partner

Education

Hardik graduated from Fox School of Business, Temple University, with a Master of Business Administration in Finance. A native of India, he also earned his Master of International Business and Computer Applications Degree in his home country.

Since joining DSFG, Hardik earned his Series 6, 63, 65 and 7 registrations and Life, Health and Ethics Insurance licenses. He has also earned the CERTIFIED FINANCIAL PLANNER™ certification from the Institute of Financial Planning (IFP), the Chartered Financial Consultant® (ChFc) designation from the American College of Financial Services and The Certified Plan Fiduciary Advisor (CPFA®).

Hardik is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Services Professionals. He is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.

Community

Hardik is involved in local charity and community organizations like the Indo-American Association of Delaware (IAAD).

Personal

Hardik resides in Bear, Delaware, with his wife, Kajari, and daughters, Meera and Kaavya. He enjoys traveling, reading, playing tennis and hiking. In the past several years, Hardik has climbed the three highest peaks in Colorado, and has reached both Annapurna Base Camp and Everest Base Camp while visiting Nepal.