Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheetal? Claim Your ProfileSheetal Khanna is a financial advisor who has been in the industry since 2003. She works with individuals, corporations, and other businesses. Sheetal Khanna is a Certified Financial Planner™ and provides financial planning, pension consulting, and selection of other advisors services. She works with CMS Wealth Management, a firm that manages over $358 million in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
05/05/2006 - Present
CMS Wealth Management (WAYNE PA)
Active
Inactive
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