As a Certified Financial Planner™ with Lincoln Investment, Shai’s goal is to help people find financial freedom. No two individuals are alike – and no two financial plans are alike either. That’s why Shai provides tailored advice and financial planning for each client, based on their individual goals, needs and circumstances.
Shai earned her Bachelor’s Degree in Philosophy, Politics and Economics from the University of Pennsylvania. She holds FINRA Series 7, 63, 65 securities registrations, along with life and health insurance licenses, and her designation as a Certified Financial Planner™.
Outside of work, Shai is an avid pickleball player, nature lover and world traveler.