Shikha Prashar, CEPA® in

Shikha Prashar, CEPA®

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Financial Advisor at Edward Jones
📍 Washington Crossing, Pennsylvania, United States

Shikha Prashar is a Financial Advisor at Edward Jones, specializing in goals-based wealth strategies for entrepreneurs, business owners, and women in transition. With an MBA from Northeastern University and a CEPA® designation, she focuses on exit, succession, and legacy planning, leveraging over 20 years of experience in financial services.

Outside of work, Shikha is a trained musician and an avid reader. She is active in her community, supporting multiple charitable organizations, and enjoys road biking, photography, and volunteering. She is also the DEI Chair for the Newtown Rotary Club.

Interesting fact: A trained musician, Shikha once delivered a moving a cappella performance of John Lennons "Imagine" at a Rotary Club meeting.

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Experience
18 Years
Current Role
Financial Advisor
Location
Washington Crossing, Pennsylvania, United States
Personality Overview

How Shikha shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Shikha cares about

Empowering Entrepreneurs
Her practice is centered on providing financial guidance and wealth strategies to hardworking entrepreneurs and business owners to help them thrive.
Exit & Succession Planning
As a Certified Exit Planning Advisor (CEPA®), she has specialized expertise in helping business owners plan for their eventual exit and legacy.
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Career

Work history

4-2023
Financial Advisor
Edward Jones
UBS
5 yrs 1 mo
6-2015 - 3-2021
Investment Banking : Project Strategy
Credit Suisse
7-2013 - 12-2014
Investment Banking : Product Implementation
Bank of America
2-2012 - 6-2013
Investment Banking : Product Implementation
Wells Fargo
In the press

Media appearances

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Education
2010 - 2012
Masters in Business Administration (MBA)
Northeastern University
Bachelor's degree
Delhi University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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