Naimesh Shah has over 20 years of executive experience in organizations in North America, including Enterprenueral endevour at The IT Resources and Spectrum Real Estate. After two decades of experience and work in the software and computer industry, Naimesh Shah has landed in what he calls his interest for love of life; one where he helps people pursue financial stability and confidence in their retirement/investment plans.
Naimesh Shah is considered by peers to be highly principled with uncompromising integrity and leadership attributes. He has a passion for Investments and helping others become better plan their financial life. He also has a wealth of experience in Retirement planning, Investment ideas, Financial Planning, Leverage Life insurance, Tax savings, and Life Insurance Planning. He offers a comprehensive approach to financial planning and investment strategies.
Naimesh Shah is an Investment Advisor Representative and Registered Representative with Protential Investments Inc (https://www.moneyinanutshell.com ) and has his Series 7 and 66 Securities registrations held with Avantax Wealth Management, as well as his state Life Insurance licenses.