Reshma Sharma is a Chartered Professional Accountant with more than 20 years of experience in accounting, tax, succession planning and estate planning. She has obtained the following designations:

• Certified Public Accountant (Delaware) since 2004
• Certified General Accountant (CGA) since 2007
• Chartered Professional Accountant (CPA) since 2016

Along with our PWM team, Reshma is dedicated to helping professionals and business owners to achieve business and financial success by creating a roadmap to success through utilization of advanced tax and holistic financial planning strategies. Clients can expect a great experience working in tandem with a CERTIFIED FINANCIAL PLANNER^® professional and an accountant on the team.

In her spare time, Reshma enjoys inspirational podcasts and movies. Reshma and Jatinder are married and have two lovely children. Along with the love they share, they are very passionate about their work, clients, and the financial services industry at large.