Samir K. Shah, CFP®
Samir Shah brings more than a decade of experience to Leveroni Financial Management clients seeking a highly professional and personalized approach to the development, implementation and monitoring of their wealth plans.
He began his financial services career in 2002 as a personal banker at one of New England’s oldest and most prestigious banking institutions. Working closely with individual and small business owner clients, it quickly became apparent to Samir that his clients required more comprehensive solutions than he was able to offer. In 2005, he joined Leveroni Financial Management.
A CERTIFIED FINANCIAL PLANNERTM practitioner since 2008, at Leveroni Financial Management, Samir focuses on assisting the wealth advisors with financial planning, asset allocation, investment research, portfolio manager selection, real estate analysis, business planning and retirement planning. He never loses sight of the tremendous trust and confidence clients place in Leveroni Financial Management to provide guidance along the path toward financial independence. He views helping LFM clients as a great honor and privilege.
Samir was named a Five Star Wealth Manager by Five Star Professional as seen in Boston magazine in February 2023, 2022, 2021, 2020, 2019 & 20181.
He holds his FINRA Series 7 and 66 securities registrations with LPL Financial and his Life, Health, and Disability insurance license with the state of Massachusetts.
Samir earned his Bachelor of Science in Business Administration with a concentration in Finance and Financial Planning, and a Master of Science in Finance from Suffolk University in Boston, MA. As an alumnus, he volunteers his time as a mentor for Suffolk University students. He also volunteers his time and talents to assist various religious organizations throughout the community.
He lives in Lexington, MA with his wife, Seema, and 2 sons, Sahil & Savan. He enjoys reading, investments, and spending time with family and friends.
¹Five Star Wealth Management is an award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018-2023 Five Star Wealth Managers.