United States, India
Investment Management, Tax Planning, Retirement Planning, College Planning, Inbound/Outbound Planning, Business Owner Planning
Fee-only financial planning and investment management located in McKinney, TX, serving clients in the Dallas area and virtually across the country.
US Citizens or Permanent Resident/H1 Visa with ties to India
At Krishna Wealth Planning, I primarily work with technology and medical professionals, some of whom are nearing their desired retirement and need to know if they can truly be financially independent. As a former tech professional myself, my clients appreciate the unique skills and process-based approach I bring to help manage the complexity of their lives. After my tech career, I built nine years of experience in wealth management before launching Krishna Wealth Planning in 2019. I’ve come to realize there’s a delicate balance between living an abundant life now while building a secure foundation for the future. The quest for that balance is the driving force behind the firm today. My clients not only get a custom-designed investment portfolio based on empirical research and sound principles. I also ensure their investments are carefully integrated into their financial and retirement income plans. When I’m not directly serving clients, I enjoy writing practical pieces that can be accessed on my firm’s blog. I also seek to educate the broader public through writing and interactions with the media. Regarding professional designations, 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) that allows me to include in-depth tax planning as part of your plan. I became a Global Financial Planner (GFP USA) in 2021. I 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 18 years, Pavi. I also enjoy playing tennis, practicing yoga and escaping into a good book. I am always grateful to spend time with my beautiful 12-year-old daughter Veda. I am a member of the National Association of Personal Financial Advisors (NAPFA) and am honored to associate with a dedicated group of advisors at the XY Planning Network.Contact this advisor