Devangi Shah

Background

About Devangi Shah

As a Financial Advisor, I am committed to guiding my clients on their financial journey, at every life stage. Through ethical, reliable and structured financial service solutions, I aim to bring clarity, structure and confidence to my clients. Through in-depth discovery and comprehensive planning, I craft personalized plans tailored to my client’s unique needs including retirement, education, life insurance, credit line and long-term care! It is a passion of mine to help them take care of loved ones and support the cause they care about and serve the community. Via regular check-in meetings I ensure that they are on track to meet their personal and professional financial goals. Education and credentials: MBA Finance – Stuart school of Business – IIT Chicago, IL Bachelors’ degree in accounting and auditing – HLCC – India Originally from India, I came to USA to pursue higher education. I enjoy traveling, reading and experiencing different cultures and trying new cuisines. I volunteer at a hospice center. Hobbies: yoga reading, spending time with my family, enjoying nature walks and hikes, trying new things and exploring life with passion. Series 7 and Series 66 registrations. Life & Fixed Annuities, Variable Life & Variable Annuity, and Accident & Health Insurance Licensed. This information is intended for use by residents of AL, AZ, CT, DE, FL, GA, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, PA, PR, RI, SC, VA, and WA Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social