Professional Financial Planning / Investment Management Experience

  • Neel Shah is an Attorney, Financial Adviser, and Author who draws on years of experience having represented thousands of individuals and businesses to offer.
  • Neel is both Managing Attorney of the law firm of Shah & Associates, AS WELL AS the Owner of Beacon Wealth Solutions, a Registered Investment Adviser firm.

Professional Associations

  • Neel’s firm provides insightful analysis and actionable strategies for Business Owners, Entrepreneurs, and Investors.

Educational Experience

  • Since obtaining a Finance degree from the Smeal Business School at Penn State University and a Law degree from the Benjamin N. Cardozo School of Law (Yeshiva University
  • Neel has devoted his career to creating and implementing Asset Protection, Business Planning & Tax Saving Strategies for Families, & Businesses throughout the world, of all sizes.

Volunteer Efforts

  • Neel is a frequent guest on “You and Your Taxes” on TV Asia, as the author of Planning for Business Owners: The Entrepreneur’s Guide to Building, Preserving, and Protecting Your Wealth.
  • He resides in Central Jersey with his wife, and his two children

Click here for an interview with Neel.