Sheena Oberoi

With over 18 years of experience in the financial services industry, Sheena recognizes that purchasing real estate isn't just about finding the perfect home or divesting an unwanted property. It also requires making informed decisions that align seamlessly with clients' comprehensive financial strategies. Sheena adopts a holistic approach to real estate, firmly believing that real estate should be more than just a transaction; it should be a carefully considered component of a client's wealth-building strategy driven by their financial plan. Clients who work with Sheena gain a partner who collaborates with them to make informed decisions that dovetail with their long-term financial goals and objectives. Sheena graduated with a bachelor's degree in finance from the University of Colorado. She is a CERTIFIED FINANCIAL PLANNER (CFP®) professional, a licensed Arizona real estate agent, and holds her series 7 and 63 securities registration licenses. Sheena is equipped to provide clients with the most up-to-date insights and strategies, whether finding the ideal income property, securing a dream home, or optimizing a real estate portfolio. Sheena works alongside her husband, Adam Bishop, at Climb Private Wealth and her partner, Richard Boehm, at Unified Wealth Management. Beyond her professional achievements, Sheena is deeply committed to positively impacting her community. She serves on the board of Cortney's Place, a non-profit organization that serves individuals with intellectual and developmental disabilities and supports organizations that promote child welfare. Sheena's passion for giving back extends to her family, as she strives to instill philanthropic values in her two beautiful daughters, Jehda and Fox. Sheena is dedicated to guiding clients toward a prosperous and meaningful life through prudent financial planning and well-informed real estate transactions. Her personalized, boutique approach sets her apart, making her more than just a real estate agent; she is a trusted consultant committed to her client's success.