Financial planning and beyond

Sree has been in the financial services industry for over 23 years. With her clients, she emphasizes asset allocation and total portfolio management with a focus on retirement income planning; she also helps them with education funding, structures for charitable giving and estate planning.

Sree is a wealth advisor and certified investment manager. She is very well equipped with the tools and experience necessary to manage one's money effectively and plan for the future. With a robust background in financial planning and investment management, Sree can offer tailored investment strategies that maximize the financial benefits of investing while still adhering to her clients goals.

Overtime the investment landscape has changed. Today there is a certain complexity to the wealth management industry that requires investor's to seek professional advice. Sree offers unique insights for her clients given their particular situations along with a wealth of practical approaches to effectively address their financial goals and needs.

The dedication and hard work she puts in for her clients is well reflected in her educational background. She has a B.S. in Electrical Engineering from the University of Illinois at Chicago and received the Bell Honor Award for graduating with the highest GPA. Sree holds the respected Certified Investment Management Analyst (CIMA) credential, a designation earned from the Haas School of Business at the University of California, Berkeley. Sree is FINRA-registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.