Namrata Shah "Lali"

Namrata Shah (Lali) is a dedicated wealth advisor at Frontier Investment, serving Northern California exclusively. Since initiating her practice in 2007, Lali has amassed 17 years of experience in financial planning. Before her tenure at Frontier, she was a Wealth Management Advisor at TIAA, where she built a successful practice advising clients from prestigious universities across the U.S., including Harvard, Stanford, and Cornell, in helping them achieve their financial planning goals.

Earlier in her career, Lali developed her skills as a retirement planning specialist at Fidelity Investments. She is currently enhancing her financial planning acumen through an accelerated Certified Financial Planning program at the University of Dallas, Texas.

While at TIAA, Lali was an active leader within the Asian American Employee Resource Group, spearheading various initiatives to foster a diverse and inclusive work environment.

Born and raised in India, Lali is trilingual, fluent in Hindi and Gujarati. She holds a degree in Finance and Accounting from Maharaja Sayajirao University in India. During her time at TIAA and Fidelity, Lali maintained several FINRA licenses, including the series 6, 7, 63, and 66.

Outside the office, Lali channels her creativity into baking custom cakes and supports the Dallas area's battered women shelters, such as Chetna and Genesis, through volunteer work. She cherishes spending quality time with her daughter and their dog, Simba, embracing travel, theater, diverse cuisines, and movies.

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

WINSTON CHURCHILL