Neil  Krishnaswamy,  CFP<sup>&reg;</sup> - Financial Advisor

Neil Krishnaswamy, CFP®

Owner

Krishna Wealth Planning

5900 S Lake Forest Dr, Ste 300
McKinney, TX 75070-2238
FINANCIAL ADVISOR'S WEBSITE
(214) 901-7526 CONNECT WITH Neil
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General

Neil Krishnaswamy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Krishna Wealth Planning in McKinney, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Starting a Family, Sudden Wealth, Personal Taxes

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