Shivani P.
Login to view DISC.Shivani P. is a Client Service Associate at DeDora Capital with a background in M&A analysis and investment management compliance. A graduate of Drexel University, she holds both the Accredited Wealth Management Advisor℠ (AWMA®) and Financial Paraplanner Qualified Professional℠ (FPQP®) designations, showcasing her expertise in wealth management and financial planning.
Passionate about peer education, Shivani founded a financial literacy workshop series at her university to make the topic more accessible to students. She also participated in the Disaster Haggyo conference in South Korea, an interdisciplinary school focused on disaster research, which included a field trip to study environmental science on Jeju Island.
Interesting fact: Shivani has traveled to South Korea to participate in an academic conference focused on disaster research and environmental history.
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