Sheena Oberoi, CFP®
Unified Wealth Management | CERTIFIED FINANCIAL PLANNER™ and Director of Operations
Sheena Oberoi is head of operations at Unified Wealth Management, where she combines her passion, discipline, and commitment to excellence to deliver exceptional service and tailored financial guidance to clients. A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Sheena brings extensive experience from her time at Charles Schwab and holds multiple insurance licenses, enabling her to provide holistic financial support. Outside of work, she’s an avid cyclist and yoga enthusiast, a dedicated advocate for the special needs community through her work with Cortney’s Place and the Special Olympics, and deeply values family and giving back.
