Shikha Mittra (AIF®, CFP®, CMFC, CRPS, MA, 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
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

People who have saved in their company sponsored retirement plans, or have deferred compensation plans or stock options, come to us for a second opinion because they might be getting isolated recommendation or are not sure if the advice they are getting is in their best interest. As a Retirement Management Advisor, RMA® trained in retirement and income strategies, we create a fiduciary Retire Smart customized, sustainable plan which helps them achieve their financial or retirement goals. Being a practicing Certified Financial Planner, CFP® for over two decades, we take a holistic look at our client’s total financial picture, so no decisions are made in vacuum. Since we are an open platform with unlimited choice of funds and ETFs, we use our Chartered Mutual Fund Counselor, CMFC® knowledge to select funds and keep costs down. So, clients can achieve their goals efficiently and can do what they enjoy.

Being a certified Cash Balance Consultant, we help business owners of growing, small to mid-size companies, looking to save more for themselves on a pretax basis than what their 401k offers, result in lowering taxes and protecting their assets from creditors. As an Accredited Investment Fiduciary, AIF®, we help business owner clients reduce their fiduciary liability, by following the prudent process to evaluate, benchmark and optimize their sponsored retirement plans. As a PPC®, we further help them with retirement plan management based on ERISA laws. As retirement plan options evolve and tax complexities increase, our Chartered Retirement Plan Specialist, CRPS® training helps us to guide our clients in designing, installing, and maintaining their company retirement plans.

My commitment is to help lots of people. And share knowledge. It pains me to see hard working people make financial mistakes which can easily be fixed with the right guidance and hopefully in a timely manner.

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


This Office

103 Carnegie Ctr Ste 300 Princeton, NJ 08540-6235 Phone: (609) 955-3456 Fax: (609) 520-8731