Shishir S
Financial Advisor Planner, Registered Rep., Insurance Producer at Strategic Fortune Wealth Management
Los Angeles Metropolitan Area United States
Summary
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Senior🎓
Top SchoolShishir S is a multifaceted financial advisor and licensed real estate and mortgage professional based in the Los Angeles area with 13 years of experience in client-facing advisory, protection planning, and business development. He currently advises clients at Strategic Fortune Wealth Management while managing national pharmacy and healthcare accounts at BuzzRx, a role that honed his ability to translate complex programs into measurable savings for underinsured populations. His background includes top-performing sales roles at Fortune-level companies and dual-licensing across securities, insurance, real estate, and mortgage origination, enabling holistic, cross-product solutions for individuals and businesses. Shishir pairs technical credentialing—Series 7, reverse mortgage certification, and specialized mortgage and real estate coursework—with leadership training from IIM Ahmedabad to navigate regulatory and market complexity. He is notable for repeatedly delivering President’s Club-level sales results and bringing a data-informed, client-centric approach to wealth and risk management. Comfortable bridging high-net-worth planning, institutional partnerships, and retail mortgage solutions, he builds tailored strategies that align financial, protection, and property goals.
13 years of coding experience
Post Graduate in Tourism & Travel (full-time on campus), Hospitality Tourism & Travel Agency Hotel & Accommodation Mgt. French- Full Time Diploma, Post Graduate in Tourism & Travel (full-time on campus), Hospitality Tourism & Travel Agency Hotel & Accommodation Mgt. French- Full Time Diploma at IHM HyderabadCrash Course, Mortgage Loan Origination and Reverse Mortgage & Laws/Legislations/Acts, Crash Course, Mortgage Loan Origination and Reverse Mortgage & Laws/Legislations/Acts at Mountain West Financial's Loan Officers Academy- California USAReal Estate Broker pre-license exam course, Real Estate Legal Aspects, Economics, Finance, Escrow Office Administration and Appraisal, Real Estate Broker pre-license exam course, Real Estate Legal Aspects, Economics, Finance, Escrow Office Administration and Appraisal at Allied Real Estate & Mortgage School Laguna Hills- California USAPost-Masters Certification, Leadership Management, Post-Masters Certification, Leadership Management at Indian Institute of Management Ahmedabad (IIM Ahmedabad)FINRA General Securities Representative (Series 7), Securities, FINRA General Securities Representative (Series 7), Securities at ExamFx- USAReverse Mortgage Certification , Reverse Mortgage, Reverse Mortgage Certification , Reverse Mortgage at City First Mortgage Services, LLC USAOnline Financial Education, Options and Cryptocurrency fundamentals and trading., Online Financial Education, Options and Cryptocurrency fundamentals and trading. at Prosper Trading Academy USACalifornia State Licensing, FINRA: Financial/Investment Advisory, State Law; Real Estate DRE exam: Principles, Practices & Law, California State Licensing, FINRA: Financial/Investment Advisory, State Law; Real Estate DRE exam: Principles, Practices & Law at Kaplan UniversityBachelor of Science - BSc, Chemistry and Life Sciences, Bachelor of Science - BSc, Chemistry and Life Sciences at Osmania UniversityPre-licensing mandatory coursework P&C Insurance , Property & Casualty Insurance education, Pre-licensing mandatory coursework P&C Insurance , Property & Casualty Insurance education at Prelicense Training- USAOnline Crash Course by Chicago Board Options Exchange, Options, Online Crash Course by Chicago Board Options Exchange, Options at CBOE Global Markets- USAPre-licensing mandatory coursework., Life & Health Insurance, Pre-licensing mandatory coursework., Life & Health Insurance at Upward Bound Training- USAMasters, Marketing and Human Resources Management, Masters, Marketing and Human Resources Management at Shivaji University
English, Hindi, Marathi, Telugu
Stackoverflow
71reputation
5kreached
3answers
0questions
Github Skills (106)
epub10
sec10
currency10
finance10
financial-data10
kindle9
ebook-reader9
nagios9
perl9
double9
cryptocurrency9
sensu9
calibre9
python8
thruk8
Programming languages (7)
Github contributions (5)
shastry/finance-quote
Jul 2018 - Oct 2022
Finance::Quote module for Perl
Contributions:9 pushes, 3 branches in 4 years 3 months
financecryptocurrencyperl
shastry/icinga2-slack-notifications
Jun 2021 - Jun 2021
Icinga2 notification integration with Google Chat
Contributions:2 PRs, 1 branch in 3 days
googlechatgoogle-chatnotificationsicinga2
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