Sheetal's Bio
Sheetal is a CERTIFIED FINANCIAL PLANNER™ Professional and also holds a NASAA Series 65 license for investment advisors. She earned a Master’s Degree in Engineering Management from the University of Maryland, a Bachelor’s degree in Electrical Engineering from Pune University in India, and a certificate in Personal Financial Planning from the University of California at Berkeley. Sheetal has extensive experience supporting high net worth families in the areas of investments, taxation, stock options, and estate planning. Additionally, Sheetal provides pro-bono financial planning for single mothers at a local non-profit called WANDA. This range of experience has helped her coach clients to achieve their personal financial objectives. Seeing her clients succeed as a result of their partnership brings her great satisfaction.
Before joining Perigon Wealth Management, Sheetal worked as a financial advisor at Cognizant Wealth Management and two different national RIAs. Prior to that, Sheetal had a successful career in Corporate Finance at Hewlett Packard Co. In her spare time, you can find her hiking around the Bay Area as well as practicing yoga.
She, her husband and dog Rudolph live in Palo Alto, California.
Sheetal's Team
Artie Green, MBA, CFP®
