Kushal Shah

Kushal Shah “K”

CRPC®Woodland Hills, CAP 818.918.6270 | F 818.455.4567

Professional and Community Activities

  • Ambassador to Newman Catholic Community

Family

When Kushal is not working with clients he enjoys spending time with his family, mountain biking, and traveling.

Business Philosophy

Kushal considers it his responsibility to treat all of his clients with caring and respect. As a financial advisor, he works diligently to provide his clients with outstanding service while truly understanding their needs and concerns. Personalized service is essential when matching clients with the right financial solutions.

Education

  • B.A Business Management Economics – University of California Santa Cruz – 2004

Business Experience

  • TDAMERITRADE, 01/2009 to 10/2013.
  • CountryWide Investment Services, 07/2007 to 08/2008.
  • UBS Financial Services 11/2005 to 06/2007.