Helping you to create a road map for your financial future...
Anita Mital
Financial Advisor|CFP®, ChFC®, CLU®, CLTC®, RICP®
Professional
I'm committed to helping you get closer to your dreams. I like to meet with clients to determine their financial goals and plot out a road map to help them reach their financial goals. I want to educate them and provide them with peace of mind. I belong to the Board of Certified Financial Planners. I completed my CFP, CLU, ChFC designation in the 1st five years with Northwestern Mutual. I also have earned the RICP designation. All these designations help me prepare better plans for my clients.
I graduated from M.S. University in Baroda, India. I have been working with Northwestern Mutual since January 2010.
Years of Experience
Representing Northwestern Mutual since 2010.
Education
M.S University, Baroda, India (Master of Science)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Chicago Foundation for Women
I am on the board for Chicago Foundation for Women. We collect funds to offer grants to support charities that work with women.
Chicago Foundation for Women
Chicago Foundation for Women is a grantmaking organization dedicated to increasing resources and opportunities for women and girls in the greater Chicago
Village of Burr Ridge, Trustee
I have been a Trustee for the Village of Burr Ridge since 2017. I make sure that fiscal responsibility and the residents safety comes first.
Here are my areas of expertise
I specialize in working with Physicians. My husband is a surgeon and with him I have experience the life cycle of a physician and the financial challenges and rewards the profession experiences.
Financial Planning
Life Insurance Strategies
Disability Planning for Physicians & Dentists
Investment Planning & Strategies
Education Planning & Funding
Retirement Planning & Income Strategies
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
