Shweta Lawande - CFP®, CDFA®
Shweta is a true team player and works hard to support our senior advisors. Whether it be account establishment, client management, custodian paperwork, financial modeling, and planning, or generating client portfolio reports, Shweta excels at all tasks with her great dedication and sharp attention to detail.
ProfessionallyShweta graduated from New York University with a degree in Economics and a concentration in Business Studies. She was Vice President of NYU’s South Asian Student Association and a member of Kappa Kappa Gamma Fraternity. Prior to joining Francis Financial, Shweta gained valuable experience through internships at a hedge fund and at a corporate restructuring firm. She earned her Certified Financial Planner™ (CFP®) designation from New York University’s School for Continuing and Professional Studies as well as her Certified Divorce Financial Analyst® (CDFA) designation.
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