Mina Shokralla
Managing Director - Head of Operations @Herbert Financial Group
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WORK HISTORY
Managing Director - Head of Operations @Herbert Financial Group
US
EDUCATION
Arizona State University
Bachelors of science, Forensic Psychology
ABOUT MINA SHOKRALLA
As the Managing Director at Herbert Financial Group, I specialize in designing and implementing advanced retirement strategies, including Defined Benefit Plans, Cash Balance Plans, and Profit Sharing Plans for business owners, professionals, and high-net-worth clients.With a background in science from Arizona State University and a solid foundation in financial services and management, I bring a strategic and client-focused approach to every case. I work closely with advisors, TPAs, and business owners to ensure retirement plans are compliant, tax-efficient, and aligned with long-term goals.Before joining Herbert Financial Group, I held management roles that strengthened my leadership skills and my passion for creating operational efficiency. I’m committed to helping clients build financial security and supporting advisors with the tools they need to succeed.Core Competencies: • Retirement Plan Design (Defined Benefit, Cash Balance, 401(k), Profit Sharing) • Tax Strategy & Compliance for Business Owners • Financial Operations & Plan Administration • Client Relations & Business Development • Coordination with TPAs, Advisors & CPAs • Risk Management in Plan Structuring
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