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

Expanding the View of Household Wealth

January 11, 2021

6-Minute Read “No man is an island, entire of itself; every man is a piece of the continent, a part of the main.” – John Donne When you think about wealth, do you only focus on your financial capital? Typically, that is your bank, brokerage, and retirement accounts. When deciding how to invest this financial […]

The post Expanding the View of Household Wealth appeared first on Krishna Wealth Planning.

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A Checklist for Home Mortgage Refinancing

December 4, 2020

5-Minute Read At the time of this writing, conventional mortgage rates across the country are below 3 percent as they have been for several months during the global pandemic. Perhaps you’ve already taken some action to refinance. If not, how should you think about this decision? The goal of this piece is three-fold. First, we’ll […]

The post A Checklist for Home Mortgage Refinancing appeared first on Krishna Wealth Planning.

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Do We Underestimate the Benefit of Health Savings Accounts?

November 10, 2020

5-Minute Read Along with the recent election results, another thing that might be on your mind now is health insurance. For one, it is open enrollment season for many employees. Two, the Supreme Court is considering the fate of the Affordable Care Act (Obamacare) which generally affects those not covered by their employers. Some things […]

The post Do We Underestimate the Benefit of Health Savings Accounts? appeared first on Krishna Wealth Planning.

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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

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