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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Sreeja Asokan

In March 2020 when the nation shut down for the Covid pandemic, Sreeja Asokan decided to take a career break from academia to help her family adjust to social distancing, virtual school, and working from home.

This break presented her with the perfect opportunity to explore a career in financial planning, a field that has always fascinated her. In October 2021, she became a fully licensed investment advisor. “Live within your means” is a generic piece of advice given by all financial planners. Sreeja believes that the Dave Ramsey plan provides 7 executable steps to do just that! Now that her family is in baby step 7, she is ready to educate, mentor and walk alongside others in their journey to financial peace. Academic, and medical professionals spend many years of their adult life as students and are often behind on their financial investments. Having walked this path herself, Sreeja is passionate about helping such professionals realize their financials goals and dreams.

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More About Sreeja:

  • North Carolina
  • Securities licenses: SIE, Series 7, Series 66
  • Education: BS in Chemical Engineering, PhD in Physics
  • Interests Include: Bollywood Dancing, STEM education and outreach, Animal Activism, Family Time

Locations Served


  • 1.919.270.9676

State Licenses


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPCPlease reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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