Rahul Shah, CFP®, CRPC®

Regional Director, Partner

San Francisco, California

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Rahul Shah is dedicated to enhancing the client experience by developing comprehensive wealth management strategies for high-net-worth individuals and families. His commitment to full transparency and building meaningful relationships is at the core of his professional philosophy.
Rahul co-founded Peninsula Wealth, LLC in February 2010 after serving as Vice President and Wealth Management Advisor at Merrill Lynch, where he gained expertise in serving executives and veterans in the technology and biotech sectors. Prior to Merrill Lynch, he was a financial analyst at Target, Inc.
Rahul earned a B.S. in Biopsychology from the University of Michigan, Ann Arbor, in 1997. He holds designations as a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor™ (CRPC®).
A longtime resident of San Francisco since 2000, Rahul remains a die-hard fan of Michigan and Detroit sports teams, including the Detroit Lions. He humorously contends with the challenge of dissuading his children from becoming Detroit sports fans.