Yesha Shah, MBA - Financial Advisor
Key experience: a 10-year veteran in the 401K world, Yesha focuses on designing retirement plans for 4Wealth® clients. Her academic and professional credentials enable her to research investment vehicles that best suit each individual’s investment needs. With accounting and auditing degrees from India and an MBA in Finance from Dominican University, Yesha takes great pleasure in helping those clients who have avoided financial planning. She also has her Series 66 and life insurance license.
Key message to clients: “It’s really satisfying when my clients discover the peace of mind of having a basic financial plan, then call me with other ideas. They’re on a new path and they feel so much more empowered.”
Hobbies: Cooking new recipes for family and friends with husband on various occasions.
Yesha can be reached at:
email@example.com and at 708‐695‐5848