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Preeti S
CFP®, Series 66
Manalapan, NJ
Enlight Financial LLC
Preeti Shah is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. She has been with Enlight Financial LLC since 2016 and previously worked at Woodbury Financial Services, Inc. Shah is also the author and publisher of a spirituality book and founded an online Yellow Pages directory for the Indian community called CopperPages. Additionally, she organizes an entrepreneurial mentorship group through Meetup.com. Enlight Financial LLC is an independent advisory firm that provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages portfolios using a tactical allocation approach that incorporates fundamental and technical analysis across various securities and fixed income instruments.
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