Namrata Shah "Lali"

Wealth Advisor


Dallas
nshah@frontierinvest.com
214.621.4015





Profile

Lali Shah serves as Wealth Advisor at Frontier Investment in the Dallas office. Lali launched her practice in 2007 and brings 13 years of experience in Financial Planning to her clients. Prior to joining Frontier, Lali worked as a Wealth Management Advisor at TIAA where she managed a successful practice of helping clients across the United States from several universities such as Harvard, Stanford, Cornell, etc. with comprehensive Financial planning. Prior to TIAA, Lali worked at Fidelity Investments as a Retirement Planning Specialist. She is currently pursuing accelerated Certified Financial Planning Designation through the University of Dallas, TX to further deepen her knowledge of financial planning.
At TIAA, Lali served as a leader on the Asian American Employee Resource Group and led several business initiatives to create a diverse and inclusive workplace.
Lali was born and raised in India and speaks 3 languages, including Hindi and Gujarati. She graduated from Maharaja Sayajirao University in India where she earned a graduate degree in Finance and Accounting. While working for TIAA and Fidelity, Lali held several FINRA licenses, including series 6,7,63 & 66.
Outside of work, Lali loves pursuing her passion of creating custom cakes, she also volunteers at battered women shelters in the Dallas area like Chetna and Genesis. Lali enjoys spending time with her husband, daughter and dog Simba. They love to travel, try different cuisines and watch movies.

“We make a living by what we get, but we make a life by what we give.”

Winston Churchill

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