Shikha Mittra (AIF®, CEPA, CFP®, CMFC, CRPS, MBA)
Shikha Mittra focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
Planning Specialties
Corporate executives:Advanced Tax Planning & RSU Strategies :Executives with substantial RSUs and stock compensation face unique tax and retirement planning challenges.We help them with RSU diversification, tax management, retirement income planning, deferred compensation optimization, and estate planning.The benefit they get is lower lifetime taxes, improved diversification, reduced concentration risk, and enhanced retirement stability. We also help with Tax Planning,Retirement Plan distributions, Investment with or without ongoing investment advice.
Business owners preparing for an eventual sale or retirement need a strategy that goes beyond investments. As a Certified Exit Planning Advisor (CEPA®), Pension Plan Consultant (PPC®), Cash Balance Plan Specialist, Accredited Investment Fiduciary (AIF®), and Retirement Management Advisor (RMA®), RetireSmart Consulting provides specialized guidance to help business owners maximize business value, reduce taxes, implement advanced retirement plansHigh-net-worth executives with stock options, RSUs, and concentrated company stock face complex financial decisions that can significantly impact their wealth. Without proper planning, they may pay unnecessary taxes, take excessive investment risk, miss retirement opportunities, or lose value through poorly timed equity decisions.
We help with women'sfinancial planning issues.
Additional Information
Adjunct Faculty at Rutgers State University, New Brunswick, NJ (present)
Regional Board Member of NAPFA (2011 to 2013)
Board of Directors Leadership Award from NAPFA (2013)
Board of Trustees of Financial Planning Association of New Jersey Chapter (2008-2011)
Advisory Board Member of the” Journal of Financial Planning” (2008-2009).
Speaker at various non-profit events.
Provide pro bono work to seniors who cannot afford a planner.
NAPFA Start Date
November 18, 2009
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