Sneha Reddy

Sneha leads our estate and insurance practice — the protective layer that keeps a lifetime of planning intact. She is a Certified Financial Planner and an Accredited Insurance Fiduciary, and she is passionate about closing the gaps most families do not know they have.

Approach

Sneha runs our risk audit, rightsizing cover and removing policies that no longer serve a purpose. On the estate side, she coordinates with your lawyer to build the wills, nominations, and trusts that make wealth transfer frictionless.

Background

She came to advisory work after years in underwriting, where she saw first-hand how under-insurance unravels families. She joined Meridian in 2018 to fix the problem at its source.