Client Service and Office Manager
Handling both client service and general office administration tasks, Shreya is your first-line contact at JLFranklin Wealth Planning. She helps clients with requests, including asset transfers and account updates, and supports the firm with business development projects. Additionally, Shreya assembles reports and presentation materials.
Shreya earned a Bachelor of Arts degree from Amherst College and began working at JLFranklin Wealth Planning in 2003. After taking time off to raise her family, she returned to us in early 2019. In her free time, Shreya enjoys singing, long walks in the San Geronimo Valley, and spending time with her family.