sherpa

SAFALTA SHERPA

Associate Planner

Safalta is an Associate Planner at McLean. She works closely with the VA Advisory Team to serve high net worth and second-generation clients. Safalta is responsible for planning strategies and analyses as well as client relationship management. Her primary responsibilities include preparing comprehensive financial plans and analysis, meeting preparation and follow-up, account servicing, and working directly with clients in meeting their ongoing needs. She has over 8 years of experience in financial planning industry and is currently pursuing her Certified Financial Planner designation. Prior to joining McLean, she was a Registered Associate at Edelman Financial Services for 5 years, and before that she served as a licensed Representative at Raymond James.

Professional Certifications & Associations

  • Series 65
  • Series 7
  • Series 63

Greatest Professional Satisfaction

Being a part of a great team to help our clients meet their goals.

Greatest Personal Satisfaction

Traveling around the world and experiencing different cultures, being a part of the non-profit organization (an orphanage) in Nepal that my parents run, and spending time with family/friends and my furry four-legged boys, Brody and Jake.