Viki Shah joins Camino Advisors with 24 years of experience in financial services at big banks and brokerage firms. She specializes in retirement planning and tailored investment solutions, with a proven track record in advising high-net-worth portfolios and managing large teams of financial advisors.
Her experience allows her to deliver personalized, in-depth investment plans for clients in an independent firm setting. At the core of Viki's practice is a commitment to understanding each client’s unique background and values, delivering holistic suitable advice to address their immediate needs, and lay the groundwork for lasting financial success
Viki earned her Business Degree from the Lucas School of Business at San Jose State University, and holds FINRA Investment Licenses Series 6, 63, 65, and 7, as well as Principal Licenses Series 9 and 10, along with insurance and NMLS licenses.
Outside of her professional commitments, Viki spends quality time with her husband of 15 years and their two young daughters. The family enjoys traveling, cheering on their hometown Bay Area sports teams, and exploring outdoor parks and trails.
Licenses held with LPL Financial and Mariner Independent Advisor Network, LLC.