NAPFA Fall 2022 National Conference Speaker
Shalmali Kulkarni
Shalmali Kulkarni is a Financial Planner at Rowling & Associates based in San Diego, CA. Shalmali has more than five years of experience working in the industry and mostly works with young professionals in their 30s and 40s to help them achieve their life goals. She recently achieved her Certified Student Loan Professional certificate and has since been working with clients with student debt.
Shalmali recently joined the West Region Board of NAPFA and is assisting with the board’s Academic Outreach efforts. Being a recent graduate herself, Shalmali is keen to help students pursuing a Financial Planning degree to get more exposure to the industry. She also serves on the Finance Committee with JFS, San Diego.
Shalmali recently joined the West Region Board of NAPFA and is assisting with the board’s Academic Outreach efforts. Being a recent graduate herself, Shalmali is keen to help students pursuing a Financial Planning degree to get more exposure to the industry. She also serves on the Finance Committee with JFS, San Diego.
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