Dipti Krishnan
Financial Advisor|M.S., ALMI
Meet Dipti
I'm Dipti, a Financial Advisor with a unique journey and a deep desire to empower other successful professionals, business owners and diverse families to find financial freedom. I was born and raised in India and made the courageous decision to move to the US in year 2000 along with my husband. It wasn't easy leaving behind my family, friends, and familiar surroundings, but it led to tremendous personal growth and opened new opportunities for us.
As we embarked on this adventure, I realized the importance of taking risks and stepping out of my comfort zone. Even though I was already fluent in English, adapting to the differences in accent and cultural nuances was a learning experience. These subtle nuances reminded me of how small details can have a significant impact, just like how we handle our finances. Living in Wisconsin, where the weather was far colder than what I was accustomed to, my warm personality helped me naturally connect with new friends.
By showcasing my success as a female Asian Financial Advisor, I aim to inspire other women and successful professionals to take control of their finances and embrace financial independence. I understand the uncertainties that come with relocation, being a minority, and making major life transitions, and I'm here to help others navigate their own unique journeys.
Word for the Year: Growth
Core Values: Family, Faith, Integrity, Trust
When I'm not working, you'll find me volunteering in the community, exploring diverse cultures through travel, and sharing my knowledge of Indian classical dance with young children. I live in Brookfield with my husband and our two children.
My Mission and Journey
To make a positive difference in people's lives by building strong long-term relationships and helping them achieve financial security and prosperity.
During our early years in the US, my family and I were fortunate to have a solid financial plan and ongoing guidance from an advisor. This foundation gave us the freedom and comfort to pursue our dreams, including my decision to leave Northwestern Mutual corporate to start my own business. Witnessing the sudden loss of a close friend's spouse made me reflect on the importance of financial security. It ignited my passion to educate more immigrants about the need for comprehensive financial planning. I strive to make a positive impact on the lives of others.
As an immigrant, wife, mother, corporate leader, and now an advisor with my own business, I've experienced firsthand how life experiences shape our decisions, both positively and negatively. I leverage these experiences to help my clients understand their own unique stories and identify barriers that might be holding them back from achieving financial security. Together, we create personalized plans that aim to accomplish audacious goals.
Credentials
Length of Service
- Northwestern Mutual since 2005 (Financial Advisor since 2017)
Designations
- LOMA - ALMI
Licenses
- Life and Health License
- FINRA SIE, Series 6, 63
Education
- Graduate of University of Madras - Masters Degree in Computer Science
- Marquette University - Finance and Financial Management Services
- Scrum Master
Awards
I have been fortunate enough to receive several prestigious awards throughout my career as a financial advisor. These accolades, such as the Pacesetter First 40 and Top Central Regional Leader, reflect my unwavering commitment to growth and excellence in my profession. Achieving The Million Dollar Round Table (MDRT) membership, a global association that recognizes top-performing financial advisors worldwide, has been a significant accomplishment for me. It showcases my dedication to maintaining exceptional professional knowledge, practicing strict ethical conduct, and providing outstanding client service.
Additionally, I am humbled to have received the Life Impact award, which celebrates my commitment to creating lasting financial security and making a positive difference in my clients' lives. These awards serve as a testament to my expertise and my utmost commitment to the success and well-being of my clients.
Suggested Reading
Book Recommendations
Lending a hand in my community.
A proud supporter of organizations that make an impact in our community.
I am proud to serve the community, support victims of domestic violence and accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors. Below are some of the organizations that I partner with.
The Women's Center
The Women's Center provides safety, shelter and support to empower all impacted by domestic abuse, sexual violence, child abuse and trafficking.
Hindu Temple of Wisconsin
We the members are proud of our achievements in the last 20 years and commit ourselves to leave a legacy of Hindu religion for our future generations to come.
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.
Guest Speaker and Workshop Facilitator
Northwestern Mutual Employee Resource Groups, the Elm Grove Women’s Club, the Hindu Temple of Wisconsin and more.
Interested in having me speak at your association, school, or company?
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.
