Preeti Shah, CPA, CFP
Preeti brings with her a strong background in tax preparation and personal financial planning. In addition to holding life and health insurance licenses, as well as her Series 6 and 7, she is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®).
Preeti graduated from the University of Illinois, Urbana-Champaign, in just over two years, and before making her decision to join the wealth management field, she held various positions in the financial departments of Arthur Andersen, Schering-Plough and BMW. She is a member of the Financial Planning Association and TIE Global, a network of Indian entrepreneurs.
In her spare time, Preeti enjoys writing, and is especially proud to have published her recent book on spirituality entitled “I’ll Put 3 Chips On God”. She is an active community member, having organized many youth, cultural, and dance programs, and continues to enjoy volunteering at local temples and shelters.