Heena Shah

Heena Shah is an experienced tax professional with a strong background in tax management and financial planning. With a Bachelor of Science degree in Business Administration Marketing from California State University-Dominguez Hills, Heena has held significant positions including Tax Manager at Armanino, Senior Tax at Aspiriant, and Senior Tax Analyst/Tax Reviewer at Ayco, a Goldman Sachs Company. Additionally, Heena has experience as a Tax Specialist & Financial Planner at Lighthouse Financial Services Inc and has contributed as Pro-Bono Co-Director for the Financial Planning Association of Orange County.