Meena joined West Financial Services in 2023 and serves as a senior client service associate. Before joining West Financial, Meena worked at EP Wealth Advisors in Los Angeles, CA, as a senior associate. Meena brings over 10 years of experience working in the financial industry. As part of the wealth management team, Meena leverages her prior financial planning experience to help clients realize their goals.
Meena earned her bachelor’s degree in Finance from California State University Fullerton and holds a certificate in financial planning from the University of California Irvine.
Meena is a California native and recently moved to Virginia from Los Angeles, CA. She currently resides in Old Town Alexandria with her husband and enjoys exploring the historic quaint city.