Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa) Email and Phone Number
Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa) work email
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Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa) personal email
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My name is Neil Krishnaswamy. I have long been intrigued by the challenge we face to live the most abundant life we can NOW while also building a secure foundation for the future. For over the past decade, I’ve sought answers by building and refining processes to help people allocate their resources in line with their goals and make better decisions. This journey has manifested into the formation of an independent financial planning and investment firm, called Krishna Wealth Planning. With a diverse background as both a technology professional and advisor for a wealth management firm, I utilize unique skills and a process-based approach to help manage the complexity of my clients’ financial lives. I identify the risks and trade-offs that need to be made while carefully executing the details of their financial and investment plans. I also seek to educate the broader public through writing, pro bono services and interactions with the media.Krishna Wealth Planning has service offerings ideal for Gen X families along with Baby Boomers seeking retirement income planning. Please see the firm’s website for more details on services and pricing. You may also schedule a free discovery consultation to learn if these services are the right fit for you and your family.On a professional note: I became a CERTIFIED FINANCIAL PLANNER™ professional in 2014 and received my Retirement Income Certified Professional (RICP®) certification in 2016. In addition, I am an IRS Enrolled Agent (EA) and earned a B.S. degree in Electrical Engineering from Purdue University. On a personal note: I live in McKinney, Texas (North Dallas area) along with my lovely wife of 17 years, Pavi. I also playing tennis, practicing yoga, and escaping into a good book. I am always grateful to spend time with my beautiful 11-year-old daughter Veda. I am a member various organizations including the XY Planning Network, NAPFA and the Global Financial Planning Institute.
Krishna Wealth Planning
View- Website:
- krishnawealth.com
- Employees:
- 2
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PresidentKrishna Wealth Planning Aug 2019 - PresentMckinney, Texas -
Financial PlannerExencial Wealth Advisors Jan 2013 - Jul 2019Plano/Frisco, TxAlong with a team of highly skilled and motivated professionals, I engage with clients in all aspects of financial planning and help them build world-class retirement income plans. My expertise includes:• Financial plan development, maintenance and procedures. Proficient with various planning tools, such as eMoney, to develop and present plans to clients.• Investment Planning – Individual stock and mutual fund analysis, real estate investing, restricted stock and stock option strategies, trade implementation (iRebal), qualified plan analysis, Monte Carlo stress testing, college savings plans.• Tax Planning – Annual projections, tax return preparation (Lacerte), tax efficient location and distribution strategies, Roth IRA conversion analysis.• Retirement Income Planning – Optimal Social Security claiming strategies, pension vs. lump sum analysis, annuities, reverse mortgages.• Insurance and Estate Planning – Life Insurance needs analysis, health insurance planning, including Medicare and Individual/Family policies, estate tax reduction strategies. • Researching cutting-edge planning topics and educating firm’s advisors.• Evaluating technology solutions for improved planning and investment analysis.• Handling media inquiries for the firm and writing articles for our quarterly newsletters. -
Operations/Financial Planning SpecialistInvestors Asset Management, Inc. (Iam) Oct 2011 - Dec 2012Plano, TxResponsible for client data integrity, technology management and financial plan development at IAM, which is a fee-only, wealth management and financial planning firm in Plano, TX. Registered as an investment advisor representative (Series 65)
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Firmware EngineerHitachi Global Storage Technologies Aug 2008 - Jan 2011Firmware development and customer technical support for solid state drive business. -
Hardware EngineerHitachi Global Storage Technologies Jul 2002 - Aug 2008Electronics design, simulation and test for recording channel development business.
Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa) Skills
Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa) Education Details
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Electrical Engineering -
Personal Financial Planning
Frequently Asked Questions about Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa)
What company does Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa) work for?
Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa) works for Krishna Wealth Planning
What is Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa)'s role at the current company?
Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa)'s current role is Fee Only Financial Planner | President at Krishna Wealth Planning.
What is Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa)'s email address?
Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa)'s email address is ne****@****ail.com
What schools did Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa) attend?
Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa) attended Purdue University, University Of Georgia - Terry College Of Business.
What are some of Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa)'s interests?
Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa) has interest in Yoga, Basketball, Reading, Tennis, Financial Planning.
What skills is Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa) known for?
Neil Krishnaswamy, Cfp®, Ricp®, Ea, Gfp (Usa) has skills like Wealth Management, Financial Advisory, Financial Planning, Personal Tax Planning, Retirement Planning, Retirement Income Strategies, Insurance Planning, Estate Planning, College Education Planning, Real Estate Investment Consulting, Employee Stock Options.
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