Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍
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Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ and CCO and Managing Principal at My Wealth Plan Advisor & Physicians Wealth Planner
Location: Chicago, Illinois, United States 11 work roles 6 schools
1 work email found @c21universal.com 1 phone found area 773 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email k****@c21universal.com
Direct phone (773) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
My Wealth Plan Advisor & Physicians Wealth Planner
Role
CERTIFIED FINANCIAL PLANNER™ and CCO and Managing Principal
Location
Chicago, Illinois, United States
Company size
71 employees

Who is Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍? Overview

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Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 is listed as CERTIFIED FINANCIAL PLANNER™ and CCO and Managing Principal at My Wealth Plan Advisor & Physicians Wealth Planner, a with 71 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at c21universal.com, phone signal with area code 773, and a matched LinkedIn profile for Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍.

Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 previously worked as CERTIFIED FINANCIAL PLANNER™/CCO/Managing Principal at My Wealth Plan Advisor & Physicians Wealth Planner and Managing Broker and Realtor in Illinois and Indiana at Century 21 Universal. Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 holds Bachelor Of Science (B.Sc.) from University Of Notre Dame.

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Email format at My Wealth Plan Advisor & Physicians Wealth Planner

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*@c21universal.com
71% confidence

AeroLeads found 1 current-domain work email signal for Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍. Compare company email patterns before reaching out.

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Profile bio

About Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍

SUMMARY for Financial: Over 24 years of providing financial advice, supervisory compliance and audits for broker/dealers and registered investment advisors. Over 1,000 financial plans and counting created and presented to clients. Also, over 500 retirement income projection plans, social security optimization scenarios and pension optimizations created and presented to clients. Provide financial advice based on a financial planning model which includes Holistic Planning. Tax Preparation and Tax Planning. Trading, Asset Allocation, Portfolio Analysis and Financial PlanningBranch Audits. Coaching financial advisors on best practices. Presenting Compliance TrainingReviewing marketing materials and correspondence. Trade and suitability reviews. Offered mortgage and insurance solutions. Presented overall process improvementSUMMARY for Real Estate:Managing Broker and Realtor in IL & IN. Realtor in MI specializing in lake properties. By Referral Only and Current clients. Member of the Chicago Association of Realtors (CAR), the National Association of Realtors (NAR), the Illinois Association of Realtors (IAR), the Michigan Association of Realtors (MAR) and the Multiple Listing Service (MLS)Helping clients with buying, selling and leasing propertiesNegotiate best value for my clients, often based on comparable market analysisRelocation Specialist. Distressed Properties – Short Sales and ForeclosuresRental Properties. Investment Properties – Residential and Commercial (including franchise purchases). Vacant land and lots. Ensure client is informed throughout the entire process. I help clients achieve their financial objectives - prudently and thoughtfully - through a long term relationship based on trusted and knowledgeable adviceMortgage Loan Originator, NMLS # 2274833Licensed in AZ, CA, CO, FL, HI, IL, IN, MI, NC, TX and WAMortgage Brokerage Services offered through:NEXA Mortgage www.NEXAmortgage.com, LLC NMLS# 1660690Corporate Address: 3100 W Ray Road #201 Office #209, Chandler, AZ 85226Company State License #: AZMB - 0944059NEXA Mortgage LLC is an Equal Housing LenderTexas Complaint and Recovery Fund Notice https://bit.ly/3B5pAfzApply for a Loan: https://www.blink.mortgage/app/signup/p/nexamortgage/kieroninalsinghAccess Your Credit Report: https://kieron.startmyapplication.com/smaweb/index.jspNMLS Consumer Access Link: https://nmlsconsumeraccess.org/TuringTestPage.aspx?ReturnUrl=/EntityDetails.aspx/COMPANY/1660690

Listed skills include Investments, Real Estate, Mortgage Lending, Investment Properties, and 19 others.

Current workplace

Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍's current company

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My Wealth Plan Advisor & Physicians Wealth Planner
My Wealth Plan Advisor & Physicians Wealth Planner
CERTIFIED FINANCIAL PLANNER™ and CCO and Managing Principal
Chicago, IL, US
Website
c21universal.com
Employees
71
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11 roles · 27 years

Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner™ And Cco And Managing Principal

My Wealth Plan Advisor & Physicians Wealth Planner

Chicago, Il, Us

Certified Financial Planner™/Cco/Managing Principal

Current
My Wealth Plan Advisor & Physicians Wealth Planner

Chicago, Il

Independent Financial Planner providing full service financial planning for clients along with implementation of those plans. If you do not have a plan how will you meet your financial goals?Being an independent financial planner means a couple things - I do not have company quotas to meet so I can provide holistic advice, and I am a business owner covering all of my expenses. I also have a wider array of products from many different companies to offer clients that can meet their needs as each client has different needs and objectives. So definitely no such thing as one size fits all when it comes to providing the best options for my clients.I handle anything regarding financial matters. This can include but is not limited to the following:- saving for retirement and retirement income planning for distributions- medicare plans including medicare supplements, medicare advantage and prescription drug plans- college planning strategies - American College Foundation referral partner representative- divorce financial analysis, planning and projections- mortgages- protecting spouse's income in the event of untimely death - life insurance- protecting your income in the event of illness or disability preventing you from working - paycheck protection - disability income insurance- tax efficient income strategies both while working and in retirement- managing or reducing debt - mortgage, credit cards, student loans etc- saving for a down payment for a home- searching for and purchasing a home as I am also a realtor- protecting assets - long term care - not having to spend down assets to get care- tax management planning - as a tax preparer I can help review and preapare your personal income taxes to ensure you are getting the most tax savings on your tax return- figuring out the best strategy for your social security or pension income maximization while minimizing your taxes- monthly budgeting to free up funds to meet your goals- saving for kid's college

Mar 2013 - Present

Managing Broker And Realtor In Illinois And Indiana

Current
Century 21 Universal

Chicago, Il

Helping clients buy and sell properties in Illinois and Indiana. From first time buyers, relocation clients, divorce, retirement and second homes. Also first hand experience for investor clients seeking either rental income or turn around rehab projects.

2010 - Present ~16 yrs 6 mos

Realtor In Michigan

Current
Michigan Lakes Team

Edwardsburg, Mi

Helping clients buy and sell luxury lake properties in Michigan.

2011 - Present ~15 yrs 6 mos

Financial Advisor

Valic
2011 - 2013 ~2 yrs

Compliance Specialist

Genworth Financial Securities Corp / Genworth Financial Advisers Corp
2008 - 2010 ~2 yrs

Compliance Manager - Branch Auditor

Harris Investor Services
2006 - 2008 ~2 yrs

Treatment Aide

Life Treatment Centers, Inc.
2001 - 2003 ~2 yrs
Team & coworkers

Colleagues at My Wealth Plan Advisor & Physicians Wealth Planner

Other employees you can reach at c21universal.com. View company contacts for 71 employees →

LC Lily Carpio Lily Carpio Colleague at My Wealth Plan Advisor & Physicians Wealth PlannerGreater Chicago Area, United States View → JW Joshua Worth Joshua Worth Colleague at My Wealth Plan Advisor & Physicians Wealth PlannerChicago, Illinois, United States View → NO Ndi Okeke Ndi Okeke Colleague at My Wealth Plan Advisor & Physicians Wealth PlannerGreater Chicago Area, United States View → LC Leslie Cosby Leslie Cosby Colleague at My Wealth Plan Advisor & Physicians Wealth PlannerGreater Chicago Area, United States View → LC Lily Carpio Lily Carpio Colleague at My Wealth Plan Advisor & Physicians Wealth PlannerGreater Chicago Area, United States View → EC Ernesto Camarillo Ernesto Camarillo Colleague at My Wealth Plan Advisor & Physicians Wealth PlannerGreater Chicago Area, United States View → OO Olu Ogunsile Olu Ogunsile Colleague at My Wealth Plan Advisor & Physicians Wealth PlannerGreater Chicago Area, United States View → RF Robert Foster Robert Foster Colleague at My Wealth Plan Advisor & Physicians Wealth PlannerDes Plaines, Illinois, United States View → AB Aaron Bloomberg Aaron Bloomberg Colleague at My Wealth Plan Advisor & Physicians Wealth PlannerSkokie, Illinois, United States View → M( Maimonides (Abe) Abraham Maimonides (Abe) Abraham Colleague at My Wealth Plan Advisor & Physicians Wealth PlannerEvanston, Illinois, United States View →
6 education records

Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 education

High School

St. Mary'S College (High School) Port-Of-Spain, Trinidad

Certification Program

Institute For Divorce Financial Analysts
FAQ

Frequently asked questions about Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍

Quick answers generated from the profile data available on this page.

What company does Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 work for?

Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 works for My Wealth Plan Advisor & Physicians Wealth Planner.

What is Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍's role at My Wealth Plan Advisor & Physicians Wealth Planner?

Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 is listed as CERTIFIED FINANCIAL PLANNER™ and CCO and Managing Principal at My Wealth Plan Advisor & Physicians Wealth Planner.

What is Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍's email address?

AeroLeads has found 1 work email signal at @c21universal.com for Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 at My Wealth Plan Advisor & Physicians Wealth Planner.

What is Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍's phone number?

AeroLeads has found 1 phone signal(s) with area code 773 for Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 at My Wealth Plan Advisor & Physicians Wealth Planner.

Where is Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 based?

Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 is based in Chicago, Illinois, United States while working with My Wealth Plan Advisor & Physicians Wealth Planner.

What companies has Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 worked for?

Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 has worked for My Wealth Plan Advisor & Physicians Wealth Planner, Century 21 Universal, Michigan Lakes Team, Valic, and Genworth Financial Securities Corp / Genworth Financial Advisers Corp.

Who are Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍's colleagues at My Wealth Plan Advisor & Physicians Wealth Planner?

Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍's colleagues at My Wealth Plan Advisor & Physicians Wealth Planner include Lily Carpio, Joshua Worth, Ndi Okeke, Leslie Cosby, and Lily Carpio.

How can I contact Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍?

You can use AeroLeads to view verified contact signals for Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 at My Wealth Plan Advisor & Physicians Wealth Planner, including work email, phone, and LinkedIn data when available.

What schools did Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 attend?

Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 holds Bachelor Of Science (B.Sc.) from University Of Notre Dame.

What skills is Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 known for?

Kieron Inalsingh, Cfp®, Cdfa®, Cepa®, Aif®✌👍 is listed with skills including Investments, Real Estate, Mortgage Lending, Investment Properties, Selling, Finance, Strategic Financial Planning, and Short Sales.

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