Kiran Sharma
Financial Advisor, Tax Accountant
With over eighteen years of experience in the financial industry, Kiran’s objective at Storen Financial is to advise on comprehensive financial planning that integrates investment management, retirement, and legacy planning with advanced tax planning and preparation. As both an Investment Advisor and Tax Accountant, Kiran offers a distinct approach that aligns tax efficiency with long-term wealth creation and distribution strategies. This allows her clients a single point of contact for a wide range of financial planning, including estate planning strategies that incorporate gifting during one’s lifetime and/or post-death distribution.
Kiran also partners with Heather Schreiber, a Retirement Income Certified Professional, to enhance her clients’ financial literacy and help them navigate complex Social Security options. Additionally, she has a particular passion for multi-generational family planning, ensuring that not only are complex financial and retirement needs addressed, but that young professionals also receive guidance on building a solid financial foundation. Kiran is incredibly grateful to be a part of a committed 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 Bachelor of Science in Management. Outside of work, Kiran enjoys reading, traveling, volunteering with her children’s school and clubs, and spending quality time with her family. A highlight of her travels includes studying abroad in India, which remains a cherished memory.
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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