CoverProfile

Sheetal Khanna

Director, Financial Planning

Capital Management Services Inc

United States, Pennsylvania, Wayne

About Me

Sheila Khanna is a Certified Financial Planner ™ practitioner with over twenty years of experience. She is a graduate of the Wharton School of Business and has worked successfully with a wide range of clients, assisting them in identifying their goals and pursuing their financial objectives through cash flow management, retirement, and estate planning strategies.

Profile Information

Director, Financial Planning

Capital Management Services Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Wayne

Pennsylvania

United States

Mar 4, 2025

More profiles to browse

MF
Michael Feldman
Founder, President & CEO
DL
David Locher
Investment Advisor and Director of Research
Profile Photo
Bradley Lawrence
Public Finance Investment Banking
Profile Photo
Eric Lanshe
Senior Portfolio Analyst and Chief Investment Officer

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson