Anandi Krishnamurthy, CFP® AKrish Financial Advisory

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About Anandi Krishnamurthy, CFP®

Anandi is the principal advisor for the firm. Anandi has a MS in computer science from Rochester Institute of Technology in Rochester, NY and a BE in electrical engineering from BITS, Pilani. She also has certificate in Personal Financial Planning (PFP) from UC Santa Cruz extension. She has held senior roles in software development at Xerox, Cadence Design Systems, Rational Software and IBM. Anandi gets her experience in managing retirement accounts and all types of stock compensation from managing her own employee benefits.

Most recently, she was a Financial Planning Specialist at Wade Financial Advisory where she worked with a wide spectrum of clients on developing and presenting financial plans, tax planning, retirement planning, charitable gifting strategies and investments.

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Ideal Clients

  • Couples
  • Gen X
  • Retirement Planning
  • Women's Finance

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Quarterly Fee: $500
  • Hourly Fee: $180
  • Flat Fee: $2,000

SEC Records

States Registered

  • California