Nitin Shah, MBA

Financial Advisor

Phone: 732-734-0010
Fax: 732-404-1351
E-mail: nshah@dynastyadvisors.com

Nitin primarily works with physicians, information technology professionals and business owners as a private wealth manager.  He has a broad range of experience in finance, technology and running businesses combined totals over 25 years. His financial career started with Merrill Lynch / Bank of America.

Nitin’s forte is in implementing financial and investment strategies with an emphasis on reducing risk and maximizing return. He meets individuals and helps them construct portfolios as per the clients risk tolerance.  Preservation of capital is the number one priority for him.

Provides services in, estate planning, education planning, retirement planning, life and health insurance, long term care, budgeting, business planning, wealth management, asset allocation and lifestyle changes.

Education

Rider University, Master of Business Administration (Cum Laude) concentrated in finance.

Rider University, Bachelors of Science (Magna Cum Laude) majored in Decision Science and computers.

Mercer County Community College, Associate in Applied Science majored in computers.

Rutgers University, Certificate in Project Management with extra courses in Six Sigma Methodology.

Professional Designations, Affiliations, Licenses and Registrations

Series 7 and 66 securities  registrations.

Life, Health and Accident Insurance licenses.