About SanVansh Financial Solutions

Licensed financial professionals committed to helping families, individuals, and business owners build and protect lasting wealth.

A Mission Rooted in Helping Others Succeed

SanVansh Financial Solutions was founded on a simple belief: every family deserves access to the financial strategies that the most successful people use to build, protect, and pass on their wealth.

Too many families are underinsured and underprepared. We're here to change that — one family at a time — through education, personalized planning, and ongoing partnership.

6+
Core Financial Services
24hr
Insurance Approval
100%
Personalized Plans
Free
Initial Consultation

Our Core Values

Integrity

We put your best interests first, always. Our recommendations are based on what's right for you — never on what earns the highest commission.

Education

We believe an informed client makes the best decisions. We take time to explain every strategy clearly so you understand and feel confident in your plan.

Partnership

Our relationship doesn't end when the policy is signed. We're your long-term financial partner, adjusting your plan as your life evolves.

Meet Our Advisors

Our licensed professionals bring expertise, empathy, and a genuine commitment to helping every client achieve financial security.

HS
HS
Licensed Financial Professional

Harsh Shah

Licensed Financial Professional

Harsh specializes in retirement planning, life insurance, and business tax strategies. He's passionate about helping families and business owners build lasting financial security through personalized, comprehensive planning.

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SS
Licensed Financial Professional

Shivangi Shah

Licensed Financial Professional

Shivangi specializes in estate planning, education savings, and life insurance. Her approach is client-first and education-focused — ensuring every client fully understands their plan and feels confident in every decision they make.

Ready to Meet Your Advisor?

Schedule a free consultation with Harsh or Shivangi today and take the first step toward financial security.

Harsh Shah(650) 808-0661
Shivangi Shah(408) 981-7753