Shefali Shah

Staff Accountant

Shefali joined Hobe & Lucas in July 2024 as a Staff Accountant focusing on the audit practice, after graduating from Case Western Reserve University. She is a Chartered Accountant (India), bringing in 5 years of work experience in public accounting. She is excited to work on audits of various industries, building her expertise while contributing to the firm’s success.

In her free time, she enjoys spending time with her family, trying new cooking recipes and travelling & exploring various places.

Education, Certifications & Training

  • Bachelors of Commerce – Gujarat University (India)
  • Chartered Accountancy – The Institute of Chartered Accountants of India
  • MAcc- Case Western Reserve University

Memberships

The Institute of Chartered Accountants of India

Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value.

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Contact Info

6000 Freedom Square Dr #550

Independence, OH 44131

216-524-8900 info@hobe.com

Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.

Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.

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