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
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- College/Education Planning
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
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™ with over 20 years of experience in financial services. I began my career as a paraplanner at Merrill Lynch and Lincoln Financial, then spent over a decade building financial planning technology platforms for firms like Fiserv and US Bank. Today, I’ve returned to my roots, working directly with clients because I believe financial planning is deeply personal and transformative.
NAPFA Start Date
April 17, 2025
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