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Our financial advice team


Ipcit H Shah

Ipcit H Shah

CRPC®, AAMS®

Private Wealth Advisor

President of
Ipcit Wealth Management Group
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 26 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Insurance
  • Sustainable and Responsible Investing
  • Investment Management
  • Charitable Giving
  • Employee Stock Options

Interests

Photography, Books and Movies, Golf, Travel

Awards & recognition

  • Ameriprise Circle of Success, 2017

Qualifications

  • CASL® Chartered Advisor for Senior Living®
  • AAMS® Accredited Asset Management Specialist℠
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Community participation