Sneh Shah, CPA, CFP®
Supervisor, Family Office AccountingSneh is a supervisor on our Family Office Accounting team and is based in the Melville, NY office, joining Wealthspire through the acquisition of GM Advisory Group. She manages day-to-day payables functions, maintains comprehensive financial records, and prepares financial reporting for her clients, collaborating closely with internal teams to handle all client requests.
Sneh is a Certified Public Accountant and a graduate of the University of California, Berkeley. In her free time, she loves to travel, cook, and bake.
Previous Experience
- Family Office Accountant at GM Advisory Group
- Tax Preparer at Singh & Shah
Education & Credentials
- Certified Public Accountant (CPA)
- Certified Financial Planner®
- BA, University of California – Berkeley, Political Economy
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
