Preeti Shah, CPA, CFP® PShah@EnlightFinancial.com
Financial Advisor

Preeti brings with her a strong background in tax preparation and personal financial planning. She holds life, health, and property and casualty insurance licenses, as well as her Series 6 and 7 registrations. She is also a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). In addition to her work as a financial advisor with the Enlight Financial team, she is also an adjunct professor of Financial Planning and Insurance at Middlesex County College.

Preeti graduated from the University of Illinois, Urbana-Champaign, in just over two years. Before making her decision to join the wealth management field, she held various positions in the financial depart­ments of Arthur Andersen, Schering-Plough and BMW. She is a mem­ber of the Financial Planning Association and TIE Global, a network of Indian entrepreneurs.

In her spare time, Preeti enjoys writing, and is especially proud to have published her recent book on spirituality entitled “I'll Put 3 Chips On God”. She is an active community member, having organized many youth, cultural, and dance programs. In addition, she is the founder of a mentoring group that educates members on the basics of entrepre­neurship and financial planning.

Certifications

CPA Certified Public Accountant
CFP®Certified Financial Planner
Life and Health Licensed
Series 7 and 66
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