Preeti Shah, CPA, CFP®
PShah@EnlightFinancial.com
Financial Advisor
A little about me – I started my career in the finance world, having completed a BA in Accounting from the University of Illinois Urbana-Champaign in 1993, ranked as a top accounting program nationwide.
Fun fact: I initially majored in marketing, but my tiger parents propelled me towards accounting instead. To further impress my South Asian community, I completed the four year program in two. Yes, I was somewhat nerdy, and looking back, I should have enjoyed my college years more. But I am glad I switched to finance because I enjoy what I do.
I earned my CPA (Certified Public Accountant) in 1993 as well, and started my career in auditing and consulting with Arthur Andersen, then went on to work independently with clients like Schering-Plough and BMW.
In 2010, I decided to obtain my CFP® (Certified Financial Planner™) and join the wealth management world. I worked for two reputable financial planning firms before opening my own in 2014.
In addition to my work as a financial advisor with Enlight Financial, I am often a speaker at various organizations and medical residency programs, including Robert Wood Johnson and the American College of Physicians. I am also a member of the Financial Planning Association and TIE Global,
a network of Indian entrepreneurs.
In my spare time and younger days, I used to be an avid dancer and organizer of many cultural programs in the South Asian community. These days I enjoy writing, and have a book and some publishings on the topic of agnostic spirituality and existentialism. Topics like the future of artificial intelligence, quantum physics, and consciousness fascinate me.
Lastly, I believe in trying to give something back to society, and I do some pro bono planning work and mentor women and entrepreneurs whenever I feel I can add some value.
Certifications
CPA | Certified Public Accountant |
CFP® | Certified Financial Planner™ |
Life and Health Licensed |
Past Certifications
Series 7 and 66 | |
Property and Casualty Licensed |