Preeti Shah, CPA, CFP®
Financial Advisor

Preeti brings with her a strong background in tax preparation and personal financial planning. She holds the Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and Life/Health licenses. In addition to her work as a financial advisor with the Enlight Financial team, she is also a frequent speaker at numerous organizations and medical residency programs, including Robert Wood Johnson and the American College of Physicians.

Preeti completed a four year BA in Accounting in just over two years at the University of Illinois Urbana, ranked as the top accounting program nationwide. She started her career with various positions in the audit and financial depart­ments of Arthur Andersen, Schering-Plough and BMW before deciding to join the wealth management field.

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.


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

Past Certifications

Series 7 and 66
Property and Casualty Licensed
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