Join us for our bonus series as Rakesh Shah, wealth adviser at Capital Partners, shares his 18-year journey in financial planning. Discover how his family background, entrepreneurial spirit, and passion for helping clients achieve their goals have shaped his career.
Rakesh opens up about his side business in Kenyan tea, his approach to retirement planning, and why he sees financial advising as more than just managing money.
- (00:00 – 03:00) Rakesh Shah’s 18-year journey at Capital Partners
- (03:00 – 04:23) The Kenyan tea business
- (04:47 – 06:34) Helping clients transform their financial lives
- (06:34 – 08:30) A passion for retirement workshops
- (09:14 – 10:00) Becoming a shareholder at Capital Partners
- (10:00 – 11:12) Rakesh’s money personality
