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.
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.
Hardik is involved in local charity and community organizations like the Indo-American Association of Delaware (IAAD).
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 in 2022 he reached Annapurna Base Camp while visiting Nepal.