Shweta Agarwal, CFP®, CIMA®

Shweta is a founding member of NobleVest Private Wealth. Born and raised in India, Shweta moved to the U.S. more than two decades ago. She graduated from Missouri State University with an MBA in Finance. Shweta has been an avid student of the equity markets since 1999 and experienced firsthand the impact of several market corrections and the anxiety generated with those drawdowns. In 2017 she joined Morgan Stanley to begin a second career after having raised two kids through college and into adulthood. As a financial advisor, she teamed up with Ken Roberts and Geoff Stufflebam as the trio shared a common philosophy of prioritizing client service and focusing on risk management for their clients’ investment portfolios.

She has earned the CFP® (Certified Financial Planner) and CIMA® (Certified Investment Management Analyst) designations, and she applies these skills as a financial planner. She believes very strongly in having a sound financial plan – one that should be revisited and reviewed often to make sure the stated goals and strategies remain relevant and aligned. She advises her clients that “it’s hard to get to one’s destination without a good road map.”

After living in Springfield for 19 years, Shweta moved to Kansas City, where she enjoys exploring the city, working out, meeting new people and trying new cuisines.