Gitanjali Kumar (CFP®)
Gitanjali Kumar focuses in the
following client markets or areas of practice:
- College/Education Planning
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- College/Education Planning
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Women’s Financial Empowerment
Life Transitions
Goal-Based Financial Planning
Cash Flow & Budget Planning
Retirement Planning
Investment Education & Oversight
Tax-Aware Planning
Estate Planning
Second Opinion Services
Additional Information
I’m a CERTIFIED FINANCIAL PLANNER™ professional with more than 20 years of experience in financial services. I began my career as part of financial planning teams at Merrill Lynch and Lincoln Financial, where I helped recruit and train planning professionals, evaluate financial planning software, and develop financial plans for advisors and their clients. I later spent more than a decade leading the development of financial planning and digital wealth platforms at Fiserv, U.S. Bank, and fintech firms. Founding Worthique brought me back to the work I value most: helping clients make thoughtful financial decisions and build greater confidence in their financial lives.
NAPFA Start Date
April 17, 2025
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