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Professional Summary

We specialise in Cross Border Financial Planning for American Expatriates. We have offices in Portland Oregon and Mumbai, India and our current clients are typically American employees of international organizations such as UN, with an international posting in Asia/Europe/South America, etc.

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Languages

  • English

Industry Experience

    • International Personal Financial Advice

Interests/Hobbies

  • Meditation
  • Cycling
  • Travel

Experience

Rodriguez & Shah
Mumbai, India 400025
Partner
Partnership
2011 - Present
www.americanexpats.net

Education

MBA, Finance 1993
Indian Institute of Management, Ahmedabad
Ahmedabad, Gujarat, India
CFP(CM) (India & USA)
Founding Member of the Cross Border Planning Alliance
Served as Chair of Global Advisory Council of FPA USA

Professional Certifications

Certified Financial Planner (CFP)
2003
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