Shikha Prashar

About Shikha Prashar

I’m passionate about transforming financial confidence into lasting impact. As a Financial Advisor with over two decades of experience across investment banking and wealth management, I help individuals, families, and business owners live richer, more intentional lives. Navigating financial decisions can be daunting, which is why my approach begins with your “WHY”—the values, aspirations, and legacy that matter most—and builds a purposeful plan to keep your strategy aligned with your vision.I focus on guiding professionals, business owners, high-net-worth families, and women in transition through complex financial landscapes with clarity and compassion. My goal is to help clients define their version of “rich,” whether that means building wealth, creating legacy, or living with peace of mind. Through holistic, goal-based planning and a network of trusted partners, I provide advice that extends far beyond investing—helping you protect what matters most: longevity, legacy, and loved ones.My mission is simple: to change lives through thoughtful, human-centered wealth management. Financial planning isn’t just about numbers—it’s about empowerment, stewardship, and building lasting confidence through every stage of life.I hold Series 7 and 66 registrations, life and health insurance licenses, and am a Certified Exit Planning Advisor (CEPA®). I earned my undergraduate degree in Economics and my MBA from Northeastern University in Boston.Outside of work, I’m a proud mother of two teenage boys—active baseball players and my greatest joy. Community service is central to who I am. I was appointed to the Board of Directors for the Bucks County Free Library and the Family Service Association of Bucks County, supporting programs that expand minds and strengthen families.As an active Rotarian and former Chair of the Women in Business Committee at the Lower Bucks County Chamber of Commerce, I champion women’s empowerment and financial literacy. I also host educational seminars for youth, families, and business owners—because knowledge is the foundation of financial freedom and a secure instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Apr 2023 — Present · New York, NY, US

Education

• Northeastern University

  Masters in Business Administration (MBA), Finance and Entrepreneurship

  2010 — 2012

• Delhi University

  Bachelor's degree, Economics