Shalmali Kulkarni, CFP®
Lead Wealth Advisor
Shalmali joined the team as a financial planning intern in May 2017 and has since moved her way up to a Financial Planner. She completed her Masters in Financial & Tax Planning from San Diego State University in 2018 and became a Certified Financial Planner™ in 2019. Her primary responsibilities include creating detailed financial plans for clients and answering any ad hoc planning questions related to their finances. She also works largely with next-gen clients to help them get organized in their finances and start on their journey to investing. Shalmali enjoys tax planning and assists the tax team whenever required.
Her industry associations include:
- National Association of Personal Financial Advisors (NAPFA)
- Financial Planning Association (FPA)
- Jewish Community Foundation – Trusted Charitable Advisor (TCA)
- Certified Financial Planner™
On the personal side:
When not working, Shalmali spends her time reading, running & experimenting with different kinds of food. She enjoys traveling and exploring the world, preferably from the eyes of a local. She is an avid practitioner of meditation and often preaches its benefits. She enjoys being active and would like to spend more time exploring the great outdoors.
Some things you might not know about Shalmali:
Shalmali was born in India but was raised in Lagos, Nigeria. It was there that she learned to appreciate the different cultures of the world and its people. Recently, she volunteered to teach English to children living in the Himalayan ranges in India. To her, this experience was the most memorable one amongst her travels since she not only visited a new exciting land but also lived there and engaged with its people. One of her goals in life is to volunteer in as many countries as possible, in effect to see the world.