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

  • Shikha has over twenty years of industry experience working with top level executives (both in public and private sectors), business owners and self-employed professionals. Previously, she has worked for two major fortune 500 companies and received several awards for her work. She has been rated as one of top Financial Planners in the Country since 2006. Shikha Mittra has also been rated as of the Best Financial Advisors for Doctors in 2012 by Medical Economics. In 2015, she coauthored the Retirement Section of a handbook for physicians and their advisors, published by CRC.She is also the editor of "Finance for non finance majors" published by McGraw Hill. She is married and has two kids.
  •  Investment Management
  • Managing Retirement Plans
  • Retirement Planning
  • Estate Planning
  • Comprehensive Financial Planning
  • Educational workshops

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