Meena is the founder and principal of Impact Financial. She is a CERTIFIED FINANCIAL PLANNER™ practitioner with more than 25 years of financial services experience. She holds a bachelor’s degree in accounting from the University of Utah and has worked as a CPA in the Puget Sound area.
Meena has appeared as a financial professional on numerous radio and television programs, including CNBC’s Power Lunch. Between 2003 and 2007, she was a personal finance columnist for the King County Journal. In 2011, 2012, 2016, 2017, 2018 and 2019, she was awarded the Five StarSM Wealth Manager* by Seattle Magazine. In 2002, she penned a personal finance book that was recognized by BookBrowse.com as one of the year’s Top 10 Non-Fiction Books.
In her spare time, Meena is a voracious reader and an enthusiastic cook who once cooked a 50-course dinner for her brother’s 50th birthday!
*Based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,752 Seattle wealth managers were considered for the award; 290 (11 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.