Preet Shah is an experienced financial professional currently serving as a Financial Planning Manager and Associate Advisor at Allworth Financial since February 2022. Previous roles include Financial Planning Associate at Johanson Financial Advisors, Inc. from January 2019 to January 2022, and Staff Accountant at Arora & Gulrajani CPA LLP in 2018, where responsibilities included preparing tax returns and payroll processing. Preet Shah's career also includes accounting support at GardaWorld Cash Services and various positions in management and accounting, including General Manager at Preet Industries. Academic credentials include a Master of Accounting from the University of Massachusetts Dartmouth and an MBA from Campbellsville University.