Dipti Krishnan
Financial Advisor|M.S., ALMI
Our Clients
Building a long-term relationships as the foundation for your future.
As Wisconsin’s first trailblazing Asian-Indian woman financial advisor for Northwestern Mutual, I am passionate about empowering diverse families, professionals working in the tech industry, successful business owners, and driven women to reach their financial goals. I understand the unique challenges and aspirations of my clients, and I'm here to guide you towards a future of financial security.
Who We Serve
We tend to make the biggest impact on:
- Established Professionals
- Women that aren’t thinking about finances
- Dual working parent households
- Corporate Employees
- Diverse Families (Asian Indian Families, Hispanics, Immigrants) working in the tech industry that earn and save well.
- Business Owners
Examples of Companies We Have Worked With:
- Northwestern Mutual
- GE
- Rockwell Automation
- FIS
- Harley Davidson
- Medical College of Wisconsin
Our Approach
We can help our clients find clarity to questions such as:
- What if we relocate? What happens to our plan?
- What if we are laid off as part of a corporate restructuring?
- What do my employer benefits cover?
- How much should I put in my retirement account?
- Will I have enough money?
I listen to clients' needs and help them choose the right products and services to suit their lives. I can partner with you to provide a pleasant and positive working experience while we set our goals toward financial freedom. You will come away with greater confidence around your ability to meet your goals.
My goal for you is to know that my clients sleep better with the confidence that their families are protected, and they are on the right path to achieving their goals and dreams.
By working with me, clients can successfully navigate the challenge around who is working in their best interest and helping them find the right solutions.
