Neha Sharma
Associate Planner
I believe everyone deserves the opportunity to achieve their financial dreams and live a life free from financial stress. Growing up, I saw firsthand how money - or lack of - can shape lives, create opportunities, or hold people back. That experience, along with the guidance of a mentor, set me on this path. Her passion of empowering others through thoughtful financial strategies showed me how planning isn’t just about wealth - it’s about unlocking confidence, security, and freedom. It has inspired me to turn that vision into my life’s work.
My Approach
How I Can Help
Navigating the complexities of financial planning can feel overwhelming, but you don’t have to do it alone. As an Associate Planner at DWP, I can help turn those financial goals into actionable and achievable plans. My approach goes beyond numbers - it's about understanding your unique story, your challenges, and your aspirations. Together, we’ll craft a strategy that aligns with your values and empowers you to live the life you’ve always envisioned.
Let’s Build Your Future Together
With a focus on clarity, trust, and results, I’ll work closely with you to create a plan that strengthens your financial confidence. The first step is simple: book a consultation today, and let’s start building a brighter future - tailored just for you.
Your goals are within reach. Let's make them happen.
Contact
I would love to connect with you to discuss how I may help you reach your goals.
(916) 582-1602