Shefali Collins, CFP®, is a graduate of Arizona State University and holds her FINRA Series 7 and 66 licenses. As a CERTIFIED FINANCIAL PLANNER™ professional, she brings a high standard of care to her work—committed to acting in her clients’ best interests and providing comprehensive, thoughtful guidance across all areas of their financial lives. As a Client Specialist, Shefali focuses on supporting each household in a way that feels personal and proactive. With a strong background in client care, she serves as a trusted point of contact and helps keep the team’s day-to-day operations running smoothly, so clients can feel confident, organized, and well taken care of.