Ishaan Shah, RICP®, CRES®
Managing Partner | Retirement Planning Specialist
CA Insurance Lic # 0L91368
Office Location:
Six PPG Place, Suite 510
Pittsburgh, PA 15222
After graduating from the University of Pittsburgh, Ishaan Shah embarked on a career in the financial services industry, advancing to Vice President at Equitable Advisors in 2015. His mission has always been to empower individuals to achieve financial independence and lead balanced, fulfilling lives. As the co-founder and managing partner of Ohana Wealth Legacy within Equitable Advisors, Ishaan guides his team in delivering excellence through comprehensive planning strategies, assisting individuals, executives, and business owners in reaching their financial objectives.
Ishaan prioritizes strong family values and long-term client relationships. His practice serves families and businesses across the U.S., offering straightforward solutions in asset protection, portfolio management, and estate planning. Together, his team can craft holistic life plans to minimize tax inefficiencies and maximize investment opportunities across all asset classes.
To enhance his expertise, Ishaan earned a Certificate in Retirement Planning from The Wharton School and was named a Retirement Planning Specialist by Equitable Advisors. Additionally, he obtained Holistic Life Planning credentials from Columbia University, enabling him to provide strategic, informed advice. His has cultivated robust professional relationships with local attorneys and CPAs, enhancing their client services.
Ishaan is dedicated to expanding his firm and is actively seeking new advisors who are driven and committed to success in the financial services industry. Ishaan’s group offer comprehensive training and support to help his team achieve their professional goals as their business needs evolve.
Personally, Ishaan finds great enrichment through his wife and two wonderful children—a son and a daughter—who motivate his dedication to family values in both his personal and professional life. In his leisure time, Ishaan actively engages with the Indian community and enjoys playing racket sports, exploring global destinations with his family, and savoring a variety of cuisines.
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.