Aashwin Sachdev, Cfp® Email & Phone Number

Minneapolis, Mn, Us

Edina, Mn

For more than 35 years, Accredited Investors Wealth Management® has integrated detailed financial planning and custom portfolio management to provide clients peace of mind. At Accredited, we work to align your money with your values, empowering you to spend your life wisely. Our team is comprised of professionals with skills and expertise in investing, retirement, legacy, and tax planning. With a shared dedication to asking questions, not simply answering them, we work collaboratively to craft personalized strategies for each client family. To provide continuity, service, and technical guidance, every Accredited client works with a dedicated team, as well as subject matter experts throughout the firm. As a fully independent firm owned by a group of employee shareholders, Accredited’s mission is to improve the individual and collective lives of all we serve: our clients, our colleagues and our community. Spend Your Life Wisely™

Miami/Fort Lauderdale Area

Support a senior wealth advisor and associate financial advisor in financial plan research, documentation, and delivery. I also closely worked with clients answering questions about their financial plans, as well as with advisors in executing equity and mutual fund trades.

Dayton, Ohio Area

Lead client meetings to discuss financial goals and comprehensive planning strategies and document written reports to meet delivery goals using various software platforms such as NaviPlan, MorningStar, StockOpter and ThomsonOne. I have closely worked on many unique cases including (but not limited to) Social Security maximization, managing concentrated stock positions and stock options, IRA conversions and estate planning.

Master’S Degree, Personal Financial Planning

Bachelor’S Degree, Financial Services

Activities and Societies: Finance Club Student Honors Association Student Government