Volunteer Spotlight: Sheetal Bagde

Sheetal Bagde is a Certified Financial Planner professional with extensive experience supporting high net worth families in investments, taxation, stock options, and estate planning. Sheetal has volunteered with WANDA for the last seven years, providing pro-bono financial planning for single mothers, helping them achieve their financial goals and objectives. “It gives me great personal satisfaction to work with women who don’t typically have resources like financial advisors to talk to,” Sheetal explains. “Their eagerness to learn and drive to succeed is what drew me to WANDA.”

Sheetal earned a Master’s Degree in Engineering Management from the University of Maryland, a Bachelor’s degree in Electrical Engineering from Pune University in India, and a certificate in Personal Financial Planning from the University of California at Berkeley. She lives in Palo Alto, California with her husband and dog. Read more about Sheetal in Financial Advisor Magazine.