OMNIA FINANCIAL

CONNECT

Address:

160 Littleton Rd. Suite 301
Parsippany, NJ 07054

Phone:

,Parsippany Office (973) 265-2005,

Bohemia Office (631) 306-0853

Fax/Other:

(973) 335-0345

Milind J. Shah, CFP®

Milind J. Shah, CFP®

Registered Representative/Principal
SA Stone Wealth Management Inc.

Omnia Financial, LLC
160 Littleton Road
Suite 301
Parsippany, NJ 07054

Milind J. Shah is a partner with Omnia Financial, LLC, a full-service financial service  firm serving the New York & New Jersey area. He holds the prestigious Certified Financial PlannerTM designation reflecting his passion to empower his clients by making effective use of their wealth to achieve their personal life goals.

During his 17 years in the financial services business, he has been fortunate to connect with families and individuals providing specific solutions to their unique life challenges.

In 2011 and 2012 he made the Million Dollar Round TableTM which is achieved by less than 1% of all insurance professionals.

As the Director of Financial Literacy and Pro Bono for Financial Planning Association of NJ he has presented on various financial topics including Basic Personal Finances, Managing Debt, College Savings and Estate Planning. He has presented these topics to Fortune 500 companies, local communities and Junior Achievement in New Jersey & New York.

Milind completed his Masters of Science in Mechanical Engineering from Boston University where he met his wife Gretchen. He completed his Bachelor of Science degree in Industrial Management from Carnegie Mellon.

He is the proud father of two children, enjoys playing golf and participates in local community theater.

Education
Carnegie Mellon University; Bachelors of Science in Industrial Administration - 1990
Boston University; Master’s Degree in Mechanical Engineering - 1999

Series 7 - General Securities Representative Examination
The Series 7 exam assesses the competency of a representative to perform his/her job as a general securities representative. The exam consists of 250 scored questions and an additional 10 unscored pretest questions. Candidates are given six hours to complete the exam and it is conducted in two three-hour sessions with 130 questions per session. The passing score is 72 percent.

Series 24 - General Securities Principal Examination
The Series 24 exam assesses the competency of a general securities principal candidate to perform his/her job as a general securities principal. The exam consists of 150 scored questions and an additional 10 unscored pretest questions. Candidates are given three hours and 45 minutes to complete the exam. The passing score is 70 percent.

Series 63 - Uniform Securities Agent State Law Examination
The Series 63 exam is a North American Securities Administrators Association (NASAA) exam administered by FINRA. The exam consists of 60 scored questions. Candidates have 75 minutes to complete the exam. In order for a candidate to pass the Series 63 exam, he/she must correctly answer at least 43 of the 60 scored questions.

Series 65 - Uniform Investment Adviser Law Examination
The Series 65 exam is a North American Securities Administrators Association (NASAA) exam administered by FINRA. The exam consists of 130 scored questions. Candidates have 180 minutes to complete the exam. In order for a candidate to pass the Series 65 exam, he/she must correctly answer at least 94 of the 130 scored questions.

CFP - Certified Financial Planner®
Issued by: Certified Financial Planner Board of Standards, Inc. (CFPBS)
Prerequisites/Experience Required: 3 years full-time in financial planning
Educational Requirements: U.S. bachelor’s degree or higher and 7 ten hour CFP Board Certification Examinations.
Examination Type: 10 hour exam divide into 3 parts
Continuing Education/Experience Requirements: 30 hours every 2 years

Phone (973) 265-2005 ext. 202
Fax (973) 335-0345
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck