Shikha K. Bansal
Client Services Representative

Shikha joined Whelan Financial in 2025 as a Client Service Representative, where she supports clients and advisors with day-to-day service needs and financial planning initiatives. She is currently pursuing her CERTIFIED FINANCIAL PLANNER® certification, with plans to sit for the CFP® exam in 2027.

She earned her Bachelor of Arts in Psychology and Spanish from the University of California, Irvine, in 2014, followed by a Master’s degree in Occupational Therapy in 2018 and a Clinical Doctorate in Occupational Therapy in 2019, both from the University of Illinois at Chicago. Before entering financial services, Shikha worked as a Pediatric Occupational Therapist for Chicago Public Schools from 2020 to 2025.