CASL (member of Top of the Table, Highest Honor in the Industry)
2007-2009
The American College of Financial Services
ChFC (Top of the Table member)
2004-2007
The American College of Financial Services
CLU (MDRT Top of The Table)
1998-2004
Bimal Shah Skills
Business Planning
Disability Insurance
Estate Planning
Financial Advisory
Financial Planners
Financial Services
Fixed Annuities
Retirement Planning
Strategic Financial Planning
Small Business
Personal Finance
Management
Income Protection
Insurance
Investments
Long-term Care
Wealth Management
Wealth
Retirement
Life Insurance
Health Insurance
Portfolio Management
Term Life Insurance
Risk Management
Finance
Mutual Funds
Investment Strategies
Asset Allocation
401k
Business
Employee Benefits
Asset Management
Financial Analysis
IRAs
Mortgage Lending
Series 63
Loans
Executive Management
Alternative Investments
Inheritance Tax Planning
Whole Life
Wealth Accumulation
Equities
Strategic Planning
Investment Advisory
Valuation
Business Strategy
Real Estate
Start-ups
Strategy
Bimal Shah Summary
Bimal Shah, based in Boca Raton, FL, US, is currently a Founder at The Tariff Refunds. Bimal Shah brings experience from previous roles at The Ideal AI Navigator, The Funding Forge, Rajparth Achievers, LLC and RAJPARTH ADVISORY GROUP, LLC. Bimal Shah holds a 2007 - 2009 CASL in member of Top of the Table, Highest Honor in the Industry @ The American College of Financial Services. With a robust skill set that includes Business Planning, Disability Insurance, Estate Planning, Financial Advisory, Financial Planners and more. Bimal Shah has 1 emails on RocketReach.
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