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Our financial advice team


Sidd Shah, Private Wealth Advisor serving the Chino Hills, CA area - Ameriprise Advisors

Sidd Shah

CPA, APMA, CRPC

Private Wealth Advisor

Business Financial Advisor
Shah & Associates

An Ameriprise Private Wealth Advisor

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Business Retirement Plans
  • Small Business
  • Wealth Preservation Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Employee Stock Options
  • Insurance
  • Intergenerational Planning
  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CPA Certified Public Accountant
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Certified Public Accountant, 1996.
  • Master of Science, 1990, Business. Indiana University of Pennsylvania
  • Master of Management Studies, 1988. Finance. NMIMS, India
  • Bacherlors of Commerce, 1983, Accounting. Bombay University, India

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2025
  • Ameriprise Circle of Success Diamond Ring, 2016
  • Ameriprise Circle of Success, 2004-2008, 2010-2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Volunteer at local medical camps through various local non-profit organizations.

Interests

• Passionate on Art of Global Investing with Focus on Asia

• Enjoy Music and Travel to places of Natural Attractions

• Love spending quality time with Friends & Family