Yesha Shah, MBA, Financial Advisor

Yesha Shah brings her considerable educational experience--a degree in accounting and auditing from India and an MBA in finance from Dominican University--to her work as a 4Wealth Financial Advisor. An empathetic listener, she helps clients plan for their future, developing a comprehensive financial plan and a roadmap to help them achieve their goals. She sees herself as a coach, helping her clients to stay on course. With her Series 66 license, she enjoys making a difference for her clients. "Financial planning is something that many clients avoid. My goal is to provide them the comfort that comes from having a plan and having someone who understands and supports them."

Yesha can be reached at: and at 708‐695‐5848

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Our Blog

The importance of having a will or trust. Part one: comparing the options.

Peter D. Recchia, CPA, AIF

June 7, 2017

There’s much you can find on the internet on the ramifications of not having a will. In a nutshell, Illinois intestacy law* dictates distribution of the deceased’s estate as...


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