Pankti Shah had an analytical background in information technology plus more than 15 years of experience in human resources when she joined EP Wealth Advisors in 2022. With Masters degrees in both fields, Pankti has worked in industries ranging from retail and technology to higher education and entertainment. Excited to be surrounded by people who know how to manage money and help others achieve their financial goals, she enjoys the opportunity to learn from everyone at EP Wealth and be part of the firm’s growth journey. Outside work, Pankti likes to travel with her family, go on hikes with her friends and spend time with her son doing fun activities. Born and raised in India, she speaks 4 languages (English, Hindi, Marathi, Gujarati). Pankti moved to Southern California about 16 years before bringing her career to EP Wealth, and now lives in Burbank with her husband and son, where she volunteers with the city.
Kaplan University, MBA with concentration in HR
University of Mumbai, MSc, IT