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

The Long-Term Care Funding Dilemma

April 5, 2021

8-Minute Read In my experience, starting a discussion about long-term care often lands as an abstract concept or a real, visceral threat…rarely in between. Over time middle ground is usually found. It’s often a challenge to think about this topic in a rational way, but it’s worth the effort as the stakes are high. This […]

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Is a Dose of Minimalism the Cure?

March 1, 2021

5-Minute Read “Minimalism isn’t about removing things you love. It’s about removing the things that distract you from the things you love.” – Joshua Becker Recently a devasting winter storm passed through the country. Here in Texas the impact was widespread and reported heavily in the national news. For days, along with many others I […]

The post Is a Dose of Minimalism the Cure? appeared first on Krishna Wealth Planning.

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Tax Changes to Expect During the Biden Administration

February 2, 2021

8-Minute Read As a result of the tumultuous 2020 US election, you are probably aware that the Democratic Party now has control over the Presidency and Congress. The Senate is controlled by the slimmest of majorities after final two Senate seats in Georgia recently went to Democrats. All it takes to pass most federal tax […]

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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

States Registered

  • Texas

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