Associate Planner

Safalta is an Associate Planner at Mclean where she works closely with senior advisors to serve high net worth clients. 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.