Neil Krishnaswamy, CFP®, RICP® Krishna Wealth Planning

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About Neil Krishnaswamy, CFP®, RICP®

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. 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 15 years, Pavi. I also playing tennis, practicing yoga and escaping into a good book. I am always grateful to spend time with my beautiful 9-year-old daughter Veda. I am a member of the Financial Planning Association and am honored to have recently joined a dedicated group of advisors at the XY Planning Network!

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Recently Published

Three Foundational Principles of Investing

May 11, 2020

7-Minute Read “Markets continually price themselves to attract new capital. Buyers in those markets must have a positive expected return.” David Booth, Founder of Dimensional Fund Advisors (2020 Investor Symposium) Dimensional Fund Advisors (DFA) regularly hosts an educational event called the Investor Symposium. Normally this is an in-person event where I’ve had the opportunity in […]

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Is Now the Time to do a Roth IRA Conversion?

April 23, 2020

7-Minute Read While the Coronavirus pandemic continues to occupy our consciousness, a topic in recent client discussions at Krishna Wealth has been the potential tax planning opportunities stemming from the crisis. Some conversations directly relate to provisions in the recently passed CARES Act. But another question has been commonly asked: “Is now the right time […]

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Investment Perspective During COVID-19 and Difficult Markets

March 25, 2020

6-Minute Read Even if you personally don’t know anyone affected by COVID-19, your life has probably been impacted if not outright disrupted. We’re all adjusting to this new reality. Among other things, social distancing should hopefully protect us physically and help flatten the curve. But the longer this situation persists, the isolation effects could become […]

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Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Retirement Planning
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • AUM: 1.0%

SEC Records

States Registered

  • Texas