Kiran Sharma
Partner, Wealth Advisor
With over 18 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 planning, and legacy planning with advanced tax planning and preparation. Kiran offers a distinct approach that aligns tax efficiency with long-term wealth-creation and distribution strategies. This gives her clients a single point of contact for a wide range of financial planning services.
Kiran also partners with Heather Schreiber, a Retirement Income Certified Professional, to help individuals navigate complex Social Security options. Additionally, she has a particular passion for multi-generational family planning, ensuring that complex financial needs are addressed and building financial security for the future. Kiran is incredibly grateful to be part of a committed team that emphasizes cost-effective tax strategies while building clients’ portfolios and preparing them for retirement and beyond.
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 is studying abroad in India, a cherished memory.
Kiran holds the Series 6, 7, and 63 registrations with Simplicity Investments, the Series 65 registration with Storen Legacy Partners, and State Life & Health Insurance and Indiana Long-Term Care Insurance Licenses.
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