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Paresh B. Shah, CFP®

Paresh B. Shah, CFP®

Managing Principal

Paresh Shah is the Managing Principal for PareShah Partners and CEO of Dalal Capital Advisors. He has been a renowned Wealth Strategist for the past 25 years, helping individuals and businesses across the US co-create innovative financial strategies that protect today and build for tomorrow.

Paresh is a licensed CPE presenter who educates CPAs as they guide their clients on Investments, Life, Disability, and Long-Term Care Insurance. He specializes in Pension & Profit-Sharing Plans, Asset Protection, Estate Planning, and Business Succession Planning. Paresh was the co-host and speaker of a talk show, "Money & Prosperity," for ITV Gold. He was awarded the "2016 Honoree - Diversity in Business Award" by Long Island Business News.

Paresh has been a member of the prestigious Million Dollar Round Table for the past 15 years and a "Top of the Table" member for the last 3 years. Paresh also speaks about various financial topics on his YouTube series, Learn! Earn! Prosper!.

Paresh graduated as a Chemical Engineer (honors graduate) from the prestigious Indian Institute of Technology at Kharagpur, India. His keen sense of professionalism and community service has kept him active in India as well as the United States. Paresh is the Past-President of the Long Island Chapter of the IIT Alumni Association, the Chapter Presidents Representative on the PANIIT USA Board, and Past President of The Old Camptonites' Association. He supports Healthcare and Education Initiatives for the financially challenged. He and his wife support a school for the Deaf and Mute in Bhavnagar, a school for Blind children in Saputara, and The Sister Nivedita Foundation in Rajkot – all three in Gujarat, India. They have sponsored individuals through their Undergraduate Engineering/Architecture Education. Annually they support the Hand and Heart for the Handicapped (HHH).

Paresh resides in Hicksville, NY, with his wife, Shimul. Their son Shamik is pursuing his undergraduate degree in Psychology at Hunters College in NYC.

Registered Representative of Lion Street Financial and Investment Advisor Representative of Csenge Advisory Group.