Kashish Meghani

Kashish Meghani

Kashish joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC.  She serves as an Investment Analyst at Waverly. Kashish joined StrategIQ in 2021. She undertakes in-depth research for both public and private markets and assists the team in implementing the decisions by trading the client accounts.


  • Bachelor of Commerce
    Veer Narmad South Gujarat University, India
  • Master of Science in Finance
    Northern Illinois

Ask Me About

  • Retirement Planning
  • Investment Management
  • Research Analysis
  • Education Planning