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.

Sheetal Khanna
Director, Financial Planning
Capital Management Services Inc
United States, Pennsylvania, Wayne
About Me
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
Eric Lanshe
Senior Portfolio Analyst and Chief Investment Officer
DL
David Locher
Investment Advisor and Director of Research
Bradley Lawrence
Public Finance Investment Banking
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PG
Patricia Gee
Operations
Manhattan Family Office
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation