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Ohana Wealth Legacy
Ohana means family, and family means no one gets left behind or forgotten
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- 12 Years in Business
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12 Years
Ishaan Shah
Ishaan Shah
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When it comes to preparing for the future, it is important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, starting a business, needing employee benefit information, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our advisors can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. We do offer our clients comprehensive financial planning services, especially for clients approaching retirement. We are firm believers in educating the client such that they can make informed decisions
Located in the heart of Pittsburgh, PA, Ishaan Shah RICP®, CRES®, is a dedicated Financial Planner and Insurance Advisor specializing in Life Insurance, Disability Insurance, and Retirement Insurance Planning. Committed to providing comprehensive insurance services across the United States, his goal is to safeguard your financial future with expert advice and personalized solutions.
Our mission is to empower you to make informed financial decisions and achieve your financial goals. We do this by providing expert advice, customized solutions, and comprehensive services tailored to your unique needs and circumstances.
With extensive knowledge and experience in the field of insurance, Ishaan Shah RICP®, CRES®, has the expertise to guide you through the complexities of insurance planning. Whether you need life insurance, disability insurance, or are planning for your retirement, you can trust him to provide you with the most suitable solutions.
Understanding that every client's needs and financial goals are different, we offer tailored insurance solutions to ensure that you get the coverage that's right for you.
With years of experience and a proven track record, our expert advice is based on deep industry knowledge and a comprehensive understanding of insurance products and services.
Ishaan Shah is a distinguished Financial Planner and Insurance Advisor, holding the esteemed RICP® (Retirement Income Certified Professional) and CRES® (Certified Real Estate Specialist) credentials, demonstrating his commitment to professionalism and ethical practice.
His dedication to delivering exceptional services has earned him numerous industry awards and recognitions for excellence in financial planning and insurance advisory.
Recognized as a leader in the field, Ishaan Shah is known for his commitment to client satisfaction, his innovative approach to financial planning, and his ability to provide comprehensive insurance solutions.
As a unique addition to his services, Ishaan Shah also provides astrology insights to help clients better understand their financial futures and make more informed decisions.
From life insurance to disability insurance and retirement planning, our services are comprehensive, covering all aspects of financial planning and insurance to ensure that your financial future is secure.
At the heart of our service is a commitment to client satisfaction. We strive to exceed your expectations by providing expert advice, personalized solutions, and exceptional customer service.
Get in touch with us today to start planning for a secure financial future. With our expert advice and comprehensive services, we are confident that we can provide you with the insurance solutions you need to protect your family and achieve your financial goals.
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