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Who We Are

About Shuniyaa Financial

We're a team of passionate financial professionals dedicated to helping businesses thrive through expert advisory services and genuine, personalized care.

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Your Partner in Business Success

We don't just crunch numbers — we build relationships that help your business grow confidently.

✦ Espanola, New Mexico
Our Story

Built to Help Businesses Like Yours

Shuniyaa Financial is a comprehensive Client Advisory Services (CAS) firm located in Espanola, New Mexico. We provide expert financial guidance to business owners who deserve the same caliber of support that was once reserved only for large corporations.

We believe that when business owners have clarity about their finances, they make better decisions, reduce stress, and unlock real growth. That's why everything we do is designed to simplify, support, and empower.

Our team of experienced client advisory experts takes the time to truly understand your business — your goals, your challenges, and your vision. We then develop customized plans and provide ongoing support to help you achieve them.

🎯 Client-First Focus
🔍 Accuracy & Integrity
💡 Proactive Advice
🤝 Long-Term Partnership
🔒 Confidentiality
📈 Growth-Oriented
Our Commitment

What Drives Us Every Day

These core principles guide every client relationship and every piece of work we deliver.

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Our Mission

To provide every client with clear, actionable financial guidance that empowers them to manage their business with confidence and focus on what they love.

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Our Vision

To be the most trusted business advisory partner for growing businesses — known for delivering exceptional results through honest, expert, and personalized service.

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Our Values

Integrity, accuracy, transparency, and genuine care for our clients' success. We hold ourselves to the highest professional standards in everything we do.

Our Team

Meet Our Expert Advisors

Our team of experienced client advisory experts are dedicated to providing you with the highest level of personalized service — taking the time to understand your business goals and working with you to achieve them.

Sat Guru Khalsa

Sat Guru Khalsa

Chief Executive Officer

Leading Shuniyaa Financial with a commitment to client success, Sat Guru oversees all operations and ensures every client receives expert, personalized advisory services.

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Sat Mitar Khalsa

Sat Mitar Khalsa

Chief Client Advisory Officer (CCAO)

Sat Mitar is the heart of our client relationships — dedicated to understanding each business's unique needs and crafting tailored advisory solutions that drive real results.

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Mahshid Khan

Mahshid Khan

Lead Advisor — Client Advisory Services

Mahshid brings meticulous attention to detail and deep financial expertise to every client engagement, ensuring accurate, compliant, and insightful advisory support.

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Work With Our Team

Ready to Work With a Team That Truly Cares?

Schedule a free consultation today and discover how Shuniyaa Financial can help your business achieve its financial goals.

Book a Free Consultation