Forest Wealth and Insurance
Kanan Sachdeva
Wealth Management Advisor|MBA, CFP®, ChFC®
Professional
Holistic planning is the main focus of our practice at Northwestern Mutual. By designing creative solutions for our clients, we ensure that we offer strategies that align with their goals and objectives. We create financial security solutions as a part of an overall streamlined plan for each unique individual, family or business.
Having a seventeen-plus-year relationship with Northwestern Mutual as a client, I feel very confident knowing that the ideas I may suggest are the ones my family and I have implemented and/or considered at some point.
Let's talk so that we can design a valuable and relevant plan for you.
Designations and Certifications
- CERTIFIED FINANCIAL PLANNER™ Certification
- Chartered Financial Consultant® (ChFC®)
- Masters in Business Administration (MBA)
Associations and Memberships
- National Association of Insurance and Financial Advisors (NAIFA)
- Million Dollar Round Table (MDRT)
Awards and Recognition
- Forbes "Best-In-State Financial Security Professional 2023"
- Million Dollar Round Table Qualifying Member 2013-2016, 2018-2023
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2013-2015
- Award recognizing commitment to excellence in service to clients and industry
Recipient of the:
- BRONZE AWARD - 2011-2012
- SILVER AWARD - 2012-2013
- GOLD AWARD - 2013-2014
- PLATINUM AWARD - 2014-2015
- Top Producer National Award, 2016 Northwestern Mutual
- Recipient of the "Financial Advisor award" for Woman of the Year 2018 by India New England
Years of Experience
Representing Northwestern Mutual since 2011.
Education
Saint Xavier University (Chicago) - Finance (Masters in Business Administration)
Shri Ram College of Commerce (Delhi University) - Finance and Economics (Bachelors in Commerce (Honors))
Personal
I am originally from Delhi, India, and grew up in parts of Asia. I have been married to my husband, Vikas, for 23 years, and we have two lovely daughters, Aarshiya and Aanya. Living in the US for more than 25 years now, I am exposed to different cultures as I have lived in different countries during my life. As a result, I speak more than 3 languages.
I love to spend time with my beautiful family. We enjoy traveling and watching movies together on Friday nights. Arts and Music play a big part in our household. I enjoy cooking but am a bigger fan of my husband's cook-out and grilling in the Summer.
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. We partner with Alex's Lemonade Stand Foundation and Beads of Courage to help raise funds for this wonderful cause.
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.
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Life Insurance Strategies
Education Planning & Funding
Disability Planning
Tax-Efficient Strategies
Long-Term Care Planning
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.
