Shivani Oberoi

Financial Security Advisor
With a Bachelor’s degree from Belmont University in Nashville, TN, Shivani embarked on her journey with Oberoi Financial Group in 2009. Over the years, Shivani has built a strong reputation in the medical market by implementing innovative, tax-efficient financial strategies tailored for medical professionals and business owners. Her expertise helps clients minimize taxes, grow their wealth, and achieve long-term financial security.

Shivani has also served as a trusted financial expert on various morning shows, sharing insights on a variety of topics. Her focus on the unique needs of healthcare providers, professionals, and entrepreneurs has made her a go-to advisor in these sectors.

Outside of work, Shivani’s passion for sports traces back to her days as a competitive tennis and soccer player. She maintains an active lifestyle, enjoys traveling, and is deeply committed to giving back. As a board member of the Oberoi Rising Dreams Foundation, she actively works to uplift communities and help dreams take flight.