Sreeram Penna
MBBS, MRCS (Glasgow), PgDip (Trauma and Orthopaedics)
Founder and Principal PartnerNeoPenn Life Strategies LLC
Sreeram trained as an orthopedic surgeon and spent more than a decade as a doctor before moving into financial services. He founded NeoPenn Life Strategies LLC to teach families how money works in plain language, and to help them protect what they have built.
He works the way he did in clinic: listen first, understand the whole picture, explain the options clearly, and help the family decide. He also runs financial literacy workshops and mentors people who want a career in this field built on education and service.
- Income protection
- Living benefits
- Health insurance
- Retirement income concepts
- Long term care planning
- Legacy planning
- Financial education workshops
(610) 745-5995[email protected]Narberth, PA
Licensing
Sreeram holds active life and health insurance licenses in 16 states.
- Pennsylvania (resident state)
- Arkansas
- California
- Delaware
- Florida
- Georgia
- Iowa
- Maryland
- Michigan
- Missouri
- New Jersey
- North Carolina
- Ohio
- Tennessee
- Texas
- Virginia
Licensing shown as of November 2026. For current licensing details, please visit srepen.com/bio.
Education and training
- MBBSSri Venkateswara Medical College, NTR University of Health Sciences, India
- MRCSRoyal College of Physicians and Surgeons of Glasgow
- Postgraduate Diploma in Trauma and OrthopaedicsEdge Hill University
- Certified Financial Education Instructor programNational Financial Educators Council (enrolled, in progress)
Medical qualifications are shown as background. Sreeram does not practice medicine through NeoPenn Life Strategies LLC.