About Our Company

Vishaw Sondhi is an accomplished financial advisor with over 35 years of experience,  guiding individuals and businesses towards financial security and achieving their long-term goals. In addition to earning his degree as a CPA, he holds the PFS and RICP® financial advisor designations, as well as the securities licenses of Series 7, 63, and 65.

His personalized approach and commitment to financial education have earned him the trust of clients across the country. As Founder/President of Vishaw Financial Services, Vishaw goes beyond traditional financial planning by becoming a trusted financial coach for his clients and making valuable inputs aligned with their long-term aspirations. Vishaw emphasizes comprehensive planning covering risk management, essential income streams, portfolio growth, wealth management, and legacy planning.

From humble beginnings as an immigrant to the United States to an invitation to join the Million Dollar Round Table, Vishaw offers the well-balanced perspective to assist clients of all financial backgrounds. While he finds great pride in serving as a trusted financial advisor and educator to his clients, he wants to continue reaching beyond his client base to help others achieve their financial goals. That’s why he openly shares the knowledge and insight he has garnered over the past 35 years with his clients and teammates.

Vishaw’s dedication to his clients, combined with his commitment to education, makes him a valuable asset to those seeking financial guidance and a secure future. Vishaw has a unique approach while dealing with clients “Think and Talk Beyond the Balance Sheet.”

Vishaw, a resident of Freehold, New Jersey, dedicates his leisure time to his family, indulging in reading, and actively engaging in various community and professional endeavors. He derives immense satisfaction from exploring and learning about the latest financial industry trends, while also cherishing the opportunity to travel and enjoy sporting events.

Vimal Shah is seasoned financial expert with over 25 years of experience. Vimal currently serves as a Wealth Management Executive at Vishaw Financial Services, where he dedicates himself to providing clients with comprehensive financial planning services. Driven by a passion for empowering individuals to reach their financial aspirations, Vimal is committed to delivering exceptional customer service that exceeds expectations.

When not immersed in the financial world, Vimal embarks on annual journeys to explore
new cultures, enriching his life with diverse experiences. He also dedicates time to his
spiritual well-being, maintaining a healthy lifestyle through regular exercise, indulging in culinary delights, and amassing a collection of currencies from various corners of the globe. Amidst these pursuits, Cricket remains his favorite sport.