Kiran Sharma
Financial Advisor, Tax Accountant
With over eighteen years of experience in the financial industry, Kiran has had many roles within local Credit Unions and Regional Banks, including Registered Investment Representative Banker, Registered Investment Representative Branch Manager, and Financial Advisor. Her objective at Storen Financial is to help clients understand their needs, goals, and time horizon to build a comprehensive financial strategy that is unique to their situation. She also has a particular passion for our Young Professionals Program, which is geared toward providing younger generations with resources that build their financial security.
She enjoys meeting regularly with clients in order to update any changes to their plans and help them pursue their financial goals by educating them on various financial solutions. She’s also grateful to be a part of a team that emphasizes cost-effective tax strategies in addition to building clients’ portfolios and preparing them for retirement.
Kiran graduated from Purdue University with a BS in Management. Outside of work, Kiran enjoys reading, traveling, volunteering with her children’s school and clubs, and spending time with her family. She also studied abroad in India, which is one of her favorite travel memories!
Kiran holds the Series 6, 7, and 63 registrations with LPL Financial and the Series 65 registration with Brass Tax Wealth Management, as well as State Life & Health Insurance and Indiana Long-Term Care Insurance Licenses.
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