Vihar Shah
Financial Advisor @Northwestern Mutual
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WORK HISTORY
Financial Advisor @Northwestern Mutual
New York, NY, US
Help individuals and businesses achieve a more secure financial future by working to understand their situation and building a personalized holistic financial planProviding innovative solutions and professional direction to help clients accomplish their objectives and financial goalsCreate enduring relationships within communitiesMentor and develop individuals seeking to start careers as financial advisors
EDUCATION
Binghamton University
Bachelor of Science - BS, Finance and Financial Management Services
ABOUT VIHAR SHAH
As a first-generation American, I learned the lesson of hard work at an early age. At a young age I watched my father work hard and with integrity and build a business for himself. I watched his peers, community and clients treat him with immense respect. To follow in his steps I have strived to own my own business and find a way to make a true impact in people\'s lives. My role as a financial advisor allows me to enjoy the things I love and I hope to help others do the same. I love working with people, and helping people achieve their goals and dreams.One of the most impactful moments in my career was when my uncle bought a life insurance policy and eventually wanted to cancel it. At the time, my cousins were young and I explained his need for it and convinced him not to cancel it. A few months later, he suffered a major heart attack followed by a heart transplant. This is when it occurred to me how important financial security and planning is.With my clients I am intentional and continuously challenge them to do what\'s best for them and their goals. As I have seen my practice grow and have clients around the country, I have stepped into a role to mentor the next-generation of advisors to help them be successful and grow their own practice.
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