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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

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