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Our financial advice team


Shivam Mittal

Shivam Mittal

Financial Advisor

Vice President of
Lionheart Wealth Management
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Investment Management
  • Business Retirement Plans
  • Saving for Education
  • Investments
  • Wealth Preservation Strategies
  • Insurance
  • Family Finances
  • Intergenerational Planning

Interests

Spending time with friends and family, cooking, going on the beach and lifting weights.

Education

  • B.A., Economics and Business Administration, Rutgers University, New Brunswick, NJ
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