Dhruv Shah 

CFA®
Investment Research Associate
Dhruv Shah  headshot

Contact Dhruv

Dhruv Shah 

CFA®
Investment Research Associate

Dhruv Shah is an Investment Research Associate at Shah Wealth Advisors, bringing a background in equity research, economics, and a genuine curiosity for financial markets. Originally from Mumbai, India, Dhruv moved to the United States to pursue his master’s degree in Economics at California State University, Fullerton. He is also a CFA® charterholder, having earned the designation in 2022.

Dhruv’s interest in finance began during the COVID-19 pandemic. What started as a curiosity gradually evolved into a deeper interest in businesses, investing, and the factors that drive long-term growth. He often comes back to a phrase that resonates with him: “Markets and cooking cannot be taught; they have to be learnt.” It reflects his belief that some of the most valuable lessons come through experience, observation, and a willingness to keep learning.

Before joining Shah Wealth Advisors, Dhruv worked as an Equity Research Analyst at Dalal & Broacha Stock Broking Pvt. Ltd. in Mumbai, where he analyzed companies, industries, and investment opportunities across multiple sectors. His approach to investing has been shaped by a deep appreciation for patience, discipline and independent thinking. 

While his work focuses on markets and investments, Dhruv believes the most meaningful part of finance is understanding people, their goals, and the future they hope to build.

Outside of work, Dhruv loves traveling and exploring Southern California, discovering new restaurants, and trying different cuisines. A self-proclaimed food enthusiast, he is still learning his way around the kitchen. He stays active through regular workouts, follows Indian cricket, and maintains a strong connection to his roots through Bollywood music and dance. 

Contact Dhruv

Meet our team
  • Siddharth Shah

    CPA, MS, APMA®, CRPC
    CEO, President, Lead Financial Advisor
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  • Nihar Shah

    CFP®, APMA®
    Financial Advisor
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  • Arpy Raval

    CFP®, APMA®
    Financial Advisor
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  • Maria Ojeda Partida

    CRPS
    Associate Financial Advisor
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  • Jesse Aguilar

    Investment Operations Associate
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  • Priti Shah

    Operations Manager
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  • Zainab Baig

    Client Service Specialist
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  • Dhruv Shah 

    CFA®
    Investment Research Associate
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