Shilu Sheng, CFP®

Shilu serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Shilu offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she worked for a global financial services company, where she provided comprehensive wealth advisory services to clients.

Shilu received her Master of Science degree in financial engineering from Rensselaer Polytechnic Institute. She is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

Outside of the office, Shilu is an avid padel player, a competitive show dog handler and an enthusiastic wine collector who enjoys exploring new vintages and regions.