Harshad Shah
Partner at Platinum Financial Services
- Role
- Partner at Platinum Financial Services
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Harshad Shah
Proprietary and customized tax strategies for high income and high net worth business owners. Focus is on wealth enhancement and effective multi-generational wealth transfer. Strong experience in both seed-stage companies (Micro Components Intl.) and growth companies (Mather & Platt Ltd.). Specialties: Tax saving strategies, retirement planning, and estate planning.
Experience
Partner
Jan 2011 — Present · San Francisco, CA, US
Education
The Institute of Chartered Accountants of India
Chartered Accountant
1972 — 1976
University of Mumbai
Bachelor's of Commerce
1968 — 1972
Skills
- Business Process Improvement
- Strategic Financial Planning
- Estate Planning
- Retirement Planning
- Management
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