In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Our advisors

Sidd Shah

Sidd Shah

CPA, APMA®

Financial Advisor

Business Financial Advisor
Learn more about Sidd Shah Visit Sidd Shah's website
Jonathan Wong

Jonathan Wong

CFP®, CRPC®, APMA®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jonathan Wong Visit Jonathan Wong's website
Michael Barragan

Michael Barragan

CFP®

Associate Financial Advisor

Learn more about Michael Barragan Visit Michael Barragan's website

Our team

Priti Shah

Priti Shah

Operations Manager,

Business Development Manager

Personal Intro

Priti is passionate about continuous improvement, travelling and educating tech applications skills.

Qualifications

  • 35+ years of experience in Technology, Client Servicing and Operations Management

Roles & Responsibilities

  • Oversees Daily Operations
  • Technology Support & Training
  • Work flow Process
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Maria Ojeda

Maria Ojeda

Client Service Manager

Personal Intro

Maria loves to spend time with family and chasing after her 5 year old daughter. If she finds free time, she enjoys swimming, reading, and learning about healthy living.

Qualifications

  • 16+ years of experience in Client Servicing in the Financial Industry

Roles & Responsibilities

  • Retirement Plan Specialist
  • Client Servicing
  • New Business, Money Movements
  • Client Concierge - Onboarding Experience
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Jessica Miller

Jessica Miller

Financial Planning Assistant,

Operations Specialist

Personal Intro

Jessica balances her life very well being a mom of 2 very active boys, teaching English to foreign students and working at Shah & Associates with a smile!

Qualifications

  • Over 10+ years of experience in Accounting & Planning.

Roles & Responsibilities

  • Client Servicing
  • Financial Planning Assistant
  • Administrative Duties
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Jesse Hernandez

Jesse Hernandez

Administrative Assistant

Personal Intro

Recently Married and enjoying her newly married life!

Qualifications

  • Over 7+ years of financial advisory practice experience.

Roles & Responsibilities

  • Scheduling Client Meeetings
  • Client Review Preperations
  • Client Servicing
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