CERTIFIED FINANCIAL PLANNER™
and Director of Operations
Sheena Oberoi is our head of RIA operations and trading for Unified Wealth Management, and approaches that work with the same passion and discipline in work as she does in life. Sheena is committed to providing exceptional service for clients, and working with each person to understand their unique needs and objectives.
In her personal life, a discipline and passion to stay fit and active has guided Sheena. As an avid cycle and yoga enthusiast, Sheena enjoys setting goals and achieving them. As a practicing CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Sheena also holds her series 7 and 63 securities registration through LPL Financial along with life/health/disability licenses. These designations and licenses empower Sheena to provide comprehensive client support to Unified client families.
Prior to joining Unified Wealth Management, Sheena started her career with Charles Schwab where she was honored with the Chairman’s Club 2006, a recognition for excellence of work given to only a small number of employees within the company worldwide. Sheena graduated from University of Colorado Boulder with a Bachelors degree in Business, and completed her pre (CFP®) financial planning course work through Boston University Center for Professional Education.
Sheena is passionate about enhancing the lives of, and being an advocate for, the special needs community. She currently serves on the Board of Directors for Cortney’s Place, an Arizona foundation providing a unique day-programs for special needs adults. She has also volunteered for the Special Olympics, helping athletes with track-and-field and swimming activities.
Family is a priority for Sheena, and she aspires to become a host mother for local foster children one day.
“If ever there is tomorrow when we’re not together.. there is something you must always remember. you are braver than you believe, stronger than you seem, and smarter than you think. but the most important thing is, even if we’re apart.. I’ll always be with you.”Winnie the Pooh
Sheena Oberoi is an advisor with Winthrop Wealth and conducts business through Winthrop Wealth under the name Unified Wealth Management. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Winthrop Wealth, a registered investment advisor. Winthrop Wealth and Unified Wealth Management are separate entities from LPL Financial.