Neil Krishnaswamy, CFP®, RICP® Krishna Wealth Planning

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About Neil Krishnaswamy, CFP®, RICP®, EA

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. 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 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.

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Recently Published

Will the 4 Percent Rule Work for Your Retirement?

December 18, 2022

8-Minute Read I’m commonly asked as a financial planner: “How Much Money do I Need to Retire?”. I love the question as it can lead to some deep conversations. But I’m also intrigued by one simple way to answer it. Bill Bengen published a paper in 1994 quantifying how much a retiree could safely withdraw […]

The post Will the 4 Percent Rule Work for Your Retirement? appeared first on Krishna Wealth Planning.

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Should You Tax Loss Harvest in Down Markets?

October 17, 2022

At the time of this writing, most areas of the global stock and bond markets are down for the year. Recent weeks have also been volatile. You may wonder if you should take some action. Perhaps, but if these times are emotional for you, inaction is often the wisest course. Market downturns provide an opportunity […]

The post Should You Tax Loss Harvest in Down Markets? appeared first on Krishna Wealth Planning.

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Investing vs. Speculation – What’s the Difference?

September 15, 2022

Investing vs. Speculation – What’s the Difference? 7.5-Minute Read “In 1,000 parallel universes, you want to be wealthy in 999 of them. You don’t want to be wealthy in the fifty of them where you got lucky, so we want to factor luck out of it.”     –   Naval Ravikant Volatile Markets. Emotional Swings. […]

The post Investing vs. Speculation – What’s the Difference? appeared first on Krishna Wealth Planning.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

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

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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