Yesha Shah, MBA, Financial Advisor
Yesha Shah brings her considerable educational experience--a degree in accounting and auditing from India and an MBA in finance from Dominican University--to her work as a 4Wealth Financial Advisor. An empathetic listener, she helps clients plan for their future, developing a comprehensive financial plan and a roadmap to help them achieve their goals. She sees herself as a coach, helping her clients to stay on course. With her Series 66 license, she enjoys making a difference for her clients. "Financial planning is something that many clients avoid. My goal is to provide them the comfort that comes from having a plan and having someone who understands and supports them."
Yesha can be reached at:
firstname.lastname@example.org and at 708‐695‐5848