Neil Krishnaswamy
KRISHNA WEALTH PLANNING
MCKINNEY, TX 75070
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CRD#: 5983812
Professional summary
Neil Krishnaswamy, CFP® is a registered financial advisor currently at KRISHNA WEALTH PLANNING located in Mckinney, Texas.
Neil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Neil has worked at 3 firms and has passed the Series 65 exam.
Biography
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 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 and interactions with the media.
Krishna Wealth Planning has service offerings ideal for Gen X families along with Baby Boomers seeking retirement income planning. My core service offering is integrated financial planning accessed through a monthly subscription. The premium service offering includes both integrated financial planning and investment management. 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.
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.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Insurance Planning
Small Business Planning
Comprehensive Financial Planni...
Life Transitions
Education Planning
Budgeting
Estate Planning
Tax Planning
Investment Planning
Retirement Planning
Retirement Income Management
Social Security Planning
Debt Management
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Neil Krishnaswamy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
August 15, 2019 - Present
KRISHNA WEALTH PLANNING
Office #1: 5900 S Lake Forest Dr Ste 300, Mckinney, TX 75070RIA
CRD#: 304613
MCKINNEY, TX
Past
March 27, 2013 - July 19, 2019
EXENCIAL WEALTH ADVISORS
RIA
CRD#: 130475
FRISCO, TX
Past
April 16, 2012 - April 3, 2013
INVESTORS ASSET MANAGEMENT, INC.
RIA
CRD#: 111462
PLANO, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(8/15/2019)
Current Firm
KRISHNA WEALTH PLANNING
KRISHNA WEALTH PLANNING | KRISHNA WEALTH PLANNING LLC
CRD#: 304613 / SEC#:
Texas
Registered Investment Advisory firm - (8/15/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5900 S Lake Forest Dr Ste 300, Mckinney, TX 75070
Mailing Address
Phone number
(214) 901-7526
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 170 |
| AUM (Assets Under Management) | $ 28,761,468 |
Red Flags
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