Keviin Shah, CPFA

Kevin Shah serves as a Wealth Planner at Wall Street Alliance Group, where he focuses on delivering comprehensive financial planning strategies tailored to the unique needs of individuals and families. He works closely with clients to help them build, manage, and protect their wealth through thoughtful, goal-oriented planning.

As a Certified Plan Fiduciary Advisor (CPFA), Kevin brings a deep understanding of retirement plan design, fiduciary responsibilities, and regulatory best practices. He works closely with business owners, plan sponsors, and participants to ensure that retirement plans are structured efficiently, compliant with evolving regulations, and aligned with overall financial goals. His analytical approach and attention to detail allow him to navigate complex financial landscapes while providing clear, actionable guidance.

Kevin earned his Bachelor’s degree in Business from the Leonard N. Stern School of Business at New York University, with a concentration in Finance and a minor in Social & Public Policy. Stern is widely recognized as one of the top business programs in the United States, and Kevin’s education provided him with a strong analytical and strategic foundation that he applies to his work with clients every day.

With a detail-oriented and disciplined approach, Kevin is committed to helping clients navigate financial decisions with clarity and confidence. He believes in creating structured, personalized financial plans that serve as a roadmap for long-term success, ensuring that each client is positioned to achieve both their current and future financial goals.

Outside of his professional responsibilities, Kevin brings the same level of energy and competitiveness to his personal interests. He is a passionate basketball and cricket fan and enjoys staying active through sports such as volleyball, table tennis, and most recently, pickleball. Kevin is also an avid dancer and served as captain of a Fusion Bollywood dance team at New York University, demonstrating both leadership and creativity beyond the workplace.