Sheetal Khanna, CFP®
Wealth Manager
Office: Wayne, PA
Team: Wealth Management
Education & Certificates
B. S., University of Pennsylvania, Wharton School of Business
CERTIFIED FINANCIAL PLANNER®
Professional Background
Prior to joining CWA, I spent my entire career (over thirty years) at CMS Wealth Management. As Director of Financial Planning, my focus was developing comprehensive strategic financial plans for a wide range of clients, assisting them in identifying and achieving their retirement, investment, tax and estate planning goals.
Personal Interests
My happy place is the beach with my husband, but I have a passion for building community wherever I am. People and relationships are important to me. I also enjoy spending time reading, swimming, and volunteering with local organizations.