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Dean Shah

CFP®, FPA
Stonegate Wealth Management, LLC
Oakland, NJ
Real Life... Real Solutions

Meet Dean

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Introduction - Dean Shah
Video Transcripts

Dean joined Stonegate in 2011, where he helps families meet their specific goals by preparing and setting comprehensive financial plans. Prior to joining Stonegate, Dean was a practicing engineer with a Masters in Mechanical Engineering. He focused on complex analyses involved in nuclear power plant design. He now uses these analytical techniques that he mastered in the nuclear industry to perform the highly complex investment analysis and asset allocation used…

Dean joined Stonegate in 2011, where he helps families meet their specific goals by preparing and setting comprehensive financial plans. Prior to joining Stonegate, Dean was a practicing engineer with a Masters in Mechanical Engineering. He focused on complex analyses involved in nuclear power plant design. He now uses these analytical techniques that he mastered in the nuclear industry to perform the highly complex investment analysis and asset allocation used by Stonegate.

Dean passed the comprehensive CFP® exam in January 2013. Additionally he holds a Series 65 license and is a member of the Financial Planning Association (FPA).

Languages Spoken
Gujarati

Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Personal lending

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs

Fee structure

Based on % of assets
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Other post-graduate
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