Aalok Shah, CFP®
CHIEF FINANCIAL OFFICER & DIRECTOR OF RESEARCH
Aalok is a real rebel.
Early on, everyone expected he would become a doctor, just like his parents. But a funny thing happened in college. He fell completely, deliriously, hopelessly in love… with economics.
“…after taking some courses in economics, I quickly realized… I didn’t need to memorize anything or worry about organic chemistry… I could just think deeper, and the answers came naturally.”
With his parent’s eventual support, Aalok earned his degree in Economics from London School of Economics. Parting from a family legacy of a career in the medical field turned out to be the right decision for Aalok.
Since then, he has built his career doing what he loves alongside colleagues who value and respect his commitment to making a real contribution. He is a master at understanding exactly what his clients need and delivering beyond their expectations.
Away from the office, you’ll most likely find him chasing birdies on the fairway or at the beach with his feet in the sand – and always in the good company of family and friends.
Aalok’s top three values: Relationships. Loyalty. Fairness.
Success Stories
Payroll and 401(k)
A promise of “integrated” Payroll to 401(k) resulted in compliance errors and inaccurate funding.
Employee Education
Retirement Plans are only as good as the Employees who participate in them.
Investment Menu
An investment menu is most optimal when focused on easy-to-understand products, low cost and limited risk.