Shweta Agarwal, CFP®, CIMA®
Founding Partner,
Private Wealth Advisor
(417) 512-2103
[email protected]Shweta is a founding member of NobleVest Private Wealth. Born and raised in India, she moved to the U.S. three decades ago and earned her MBA in Finance from Missouri State University.
An avid student of the equity markets since 1999, Shweta has navigated multiple market cycles and understands both the opportunities and challenges they present. In 2017, after raising two children through college and into adulthood, she launched her second career as a financial advisor at Morgan Stanley. There, she partnered with Ken Roberts and Geoff Stufflebam, forming a team united by a shared commitment to client service and a disciplined focus on risk management.
Shweta holds the CFP® (Certified Financial Planner) and CIMA® (Certified Investment Management Analyst) designations, which she applies in her work as a financial planner. She emphasizes the importance of building and maintaining a sound financial plan—one that evolves with life’s changes—often reminding clients that “it’s hard to get to one’s destination without a good road map.”
After more than two decades in the Midwest, Shweta now resides in California where she enjoys the beautiful outdoors and wine country, as well as traveling, meeting new people, and discovering new cuisines.
An avid student of the equity markets since 1999, Shweta has navigated multiple market cycles and understands both the opportunities and challenges they present. In 2017, after raising two children through college and into adulthood, she launched her second career as a financial advisor at Morgan Stanley. There, she partnered with Ken Roberts and Geoff Stufflebam, forming a team united by a shared commitment to client service and a disciplined focus on risk management.
Shweta holds the CFP® (Certified Financial Planner) and CIMA® (Certified Investment Management Analyst) designations, which she applies in her work as a financial planner. She emphasizes the importance of building and maintaining a sound financial plan—one that evolves with life’s changes—often reminding clients that “it’s hard to get to one’s destination without a good road map.”
After more than two decades in the Midwest, Shweta now resides in California where she enjoys the beautiful outdoors and wine country, as well as traveling, meeting new people, and discovering new cuisines.
