Nandita Das, CFP<sup>&reg;</sup> - Financial Advisor

Nandita Das, CFP®

CFA, RICP, EA

Founder-owner

Das Financial Health

7 Michigan State Drive
Newark, DE 19713
+ 2 More Locations

Das Financial Health

7 Michigan State Drive
Newark, DE 19713

Das Financial Health

1200 N DuPont Highway
Dover, DE 19901
FINANCIAL ADVISOR'S WEBSITE
(570) 947-3444 CONNECT WITH Nandita
  • twitter link
  • linkedin link

General

Nandita Das is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Das Financial Health in Newark, DE and the surrounding communities.

Financial Advisor Overview

Live Your Values, Not Someone Else's Financial decisions are personal, and they’re yours alone. We can help you organize your financial affairs to define and affirm what matters to you — and what you want to do with your life. We are a fee-only financial planning and investment management firm serving clients in the Newark, Delaware area (in-person) and beyond (virtually). Our mission is to empower our clients to bring their financial goals within reach by providing sound unbiased financial advice, anchored through a planning process with discipline, direction, education and expertise. Fee-only means just that: we do not make commissions or sell products. Our goals are your goals.

More

Financial Advisor Experience

Dr. Nandita Das has a passion for helping the underserved or as she calls it, those with negative net worth. As an immigrant and professor at a historically black university (HBCU), she recognizes the challenges of adapting to a new culture, whether the situation is a new country or being the first member of your family to graduate from college and work a white-collar job. She seeks to help immigrant professionals and next generation professionals secure their dreams for their families. Nandita brings heart, empathy and amazing credentials. Her heart is on exhibit at Delaware State where she is Director of the Certified Financial Planner Board’s Registered Financial Planning Program at Delaware State University. She goes outside the classroom to support her students, many of whom are first-generation college attendees, taking them to professional conferences Her amazing credentials include being a Full-time professor and director of the Certified Financial Planner™ Program at Delaware State University. Nandita is a Certified Financial Planner™ professional (CFP®), considered by many to be the gold standard of financial planning credentials. She boasts credentials in other relevant areas as well: she is a retirement planning professional (Retirement Income Certified Professional®), investment management professional (Chartered Financial Analyst®, CFA; highest distinction in this profession), and tax practitioner authorized to represent clients before the Internal Revenue Service an Enrolled Agent, (EA) Enrolled agents represent taxpayers before the Internal Revenue Service. Her educational background: Lehigh University; Ph.D.; Business and Economics, Lehigh University; M.S.; Economics; University of Saskatchewan, MBA, Finance; 1997 and Gujarat Agricultural University, B.S. Dairy Science. It is easy to see that Nandita has the heart and credentials to empower immigrant and next generation professionals to make smarter money choices. Nandita resides in Delaware, is married and has an adult daughter.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Enrolled Agent (EA), Retirement Income Certified Professional (RICP)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources