Shweta Lawande
CFP®, CDFA®
(She/Her)
Lead Advisor

Shweta 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. With a background in Economics and a concentration in Business Studies from New York University, Shweta brings valuable experience which she gained at a hedge fund and at a corporate restructuring firm. Shweta goes above and beyond for her clients and excels at all that she does with her great dedication and sharp attention to detail.

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