11 Penns Trail
Samira has been with the company since 2006. She plays a vital role acting as the Managing Coordinator/Liaison for the Investment and Financial Planning Division of our firm. She plays an integral role in the daily communication and detailed paperwork required in opening new client accounts, while diligently handling and reconciling confidential data, clients report, and thoroughly attending to existing client requests and account updates.
She graduated from New Delhi University with a bachelor’s degree in accounting. Samira is licensed in Accident and Health, Life and Fixed Annuities; an Enrolled Agent/EA to practice and represent before the IRS and prepares tax returns.
Samira has a passion for travelling with her family within and outside the country (so far 22-states, 17 countries inclusive of islands), enjoys listening to trilingual music, and in her spare time likes doing artwork. Samira resides in Bucks County, PA with her husband Ranga and daughter Eishna who recently graduated from Swarthmore College with major in Cognitive Science and minor in Spanish.
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