Shah Wealth Advisors

Nihar Shah is a financial advisor with Ameriprise in Chino Hills, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Capital Group and Fidelity Investments, as well as experience with the UCLA Investment Company and his own firm, Shah & Associates. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendation reports through a centralized consulting team.

Maria Ojeda Partida is a financial advisor with Ameriprise in Chino Hills, CA, holding a Series 66 designation and having two years of industry experience. She has been with Ameriprise since 2011. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a centralized team to deliver non-discretionary recommendations, emphasizing assets managed through Ameriprise accounts and utilizing algorithmic tools overseen by a Retirement Income Oversight Committee.

Siddharth Shah is a financial advisor at Ameriprise with 28 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of advisory work, he owns and manages several small commercial and residential real estate properties through LLCs. Ameriprise is an institutional firm that offers a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Arpy Raval is a CFP®-certified financial advisor with 10 years of industry experience. He has worked at Ameriprise since 2022 and previously held roles at LPL Financial, National Planning Corporation, and AR Financial Planning. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.