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CERTIFIED FINANCIAL PLANNER™

Serving The Exceptional Entrepreneur, Executive, Professional, And Franchise Owner

Paresh Shah is the founder and the visionary behind PareShah Partners in Hicksville, NY, a company specializing in the diverse needs of closely held businesses and professional families. Paresh has been a speaker at the MDRT, creator of the educational series Learn! Earn! Prosper!, a Licensed CPE speaker who educates CPAs and a co-host of a talk-show Money & Prosperity.


Paresh has been in the financial industry since 1996 and has earned his certification as a CERTIFIED FINANCIAL PLANNER™ (CFP®). Paresh develops comprehensive plans that maximize investment and asset growth, mitigate risk, create clarity in family legacy & issues of philanthropy, and facilitate business succession and exit strategies. Since 2001 he has been supporting Healthcare and Education Initiatives for the financially challenged in the USA and India. His alumni IIT Kharagpur, India, has honored him with a seat on the Board of Trustees.

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Simple Six-Step

Financial Planning Process

1. Personal Discoveries 2. Asset Analysis 3. Reveal Possibilities 4. Educate on Choices 5. Strategize and Implement 6. Have Periodic Reviews

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Our Distinctive Comprehensive Services

Our team of experts at PareShah Partners work with you to customize personal and business financial plans tailored to your needs and goals. 

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Individuals

Businesses

Events

Learn! Earn! Prosper!

Our Motto

We want to help you understand more about your finances and to help you make informed decisions. Everyone has different financial needs and goals, and before approaching financial planning, one should understand them better. In this 30-minute complimentary consultation, we understand your present situation, discuss your future plans, and determine if we can help and how.

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