As a Financial Planner, Umesha specializes in comprehensive financial planning that integrates retirement planning with tax planning, investment management, risk management, and estate planning. Umesha enjoys simplifying complex ideas and helping clients understand a clear path to achieving their goals.
Prior to joining Reilly Financial Advisors, Umesha worked as an Investment Consultant at one of the nation’s largest brokerage firms, where she helped clients develop investment strategies to complement their financial goals. Prior to that, she worked as an advisor at an Orange County-based registered investment advisory firm, where she provided tailored advice and education to clients.
Umesha graduated from California State University, Fullerton, where she majored in finance. She has also earned the CERTIFIED FINANCIAL PLANNER™ certification and takes her fiduciary duty very seriously.
In her spare time, Umesha enjoys trying out new recipes in the kitchen and spending time with her family and friends. She especially loves spending time with her three furry family members, Cooper, Sandy, and Luna. Umesha was born in Sri Lanka and moved to California at a very young age. She has called Orange County home ever since.
Why I Do What I Do:
What really drew me to being a financial planner was the relationship side of it. I am passionate about all things people! To be able to spend time getting to know what really matters to clients and helping them stay focused on that brings me great joy.