Get your trust, accounts, and protection working together.

Shakeb Kundiwala, Financial Services Professional at HAYA Financial Strategies & Insurance Agency.

Most people don’t have a strategy problem, they have a coordination problem. Over time, documents, account ownership, and beneficiary choices can drift out of sync. I help you get organized, prioritize next steps, and keep the strategy consistent as life changes.

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Shakeb "Shak" Kundiwala
Registered Representative, NYLIFE Securities LLC
(279) 213-4292
CA Insurance License: #4052001

I’m Shakeb Kundiwala, Financial Services Professional at HAYA Financial Strategies & Insurance Agency. I bring 25 years as a business owner and experience in corporate strategy and technology, including time as a Business Architect at Hewlett Packard Enterprise. I serve as President of the Sacramento Metro Muslim Chamber of Commerce, Head of Platform Partnerships at Shariawiz, and a Cultural Ambassador within New York Life’s DEI efforts.

I work with families and business owners across California, New Jersey, Nevada, New York, and Texas. We’ll start with a conversation, clarify what matters most, and then explore next steps that keep your documents, accounts, and protection strategy aligned.

A simple, coordinated approach

We start with clarity on what you want to protect and accomplish. Then we map the moving parts so your estate documents, financial accounts, and protection strategy work together. You can use the CPA and attorney you already trust. When appropriate, our practice can provide access to consultations with a CPA and an estate planning attorney as a value-add.

What we offer

I help you coordinate the parts of your financial life that are supposed to work together but often don’t: estate documents, account ownership and beneficiary designations, protection strategy, and retirement and investment strategies. The goal is clarity, alignment, and follow-through, so your strategy stays consistent as life changes.

Coordinate what matters most

We start by understanding what you want to protect and accomplish. Then we identify where things commonly break down, outdated beneficiaries, mismatched ownership, missing documents, or coverage that no longer fits the strategy, and we map a clear set of next steps.

Collaborate with your professionals

A strategy works best when everyone is on the same page. We coordinate with your CPA and attorney so the strategy and paperwork stay consistent. Tax and legal advice is provided by those professionals in their own capacity.

Implement and maintain

When you choose to implement solutions, we help keep details consistent across accounts, beneficiaries, and documents, and we revisit as life changes. Investing involves risk, including possible loss of principal.

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