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Krishna Kumar, CFP®, CIMA®
Comprehensive Life Planning I Trusted Financial Advice I Smart Investments
About
Krishna Kumar, CFP®, is a trusted financial advisor who provides peace of mind and confidence in his clients' plans and future through goals-based planning, human-centered complete wealth management, and behavior coaching. With over 20 years of business experience with blue-chip multinationals, including Genpact, Strategy&, Booz Allen Hamilton, GE Capital, Deloitte, and Infosys, Krishna has developed a disciplined, comprehensive approach to financial planning that empowers clients to make informed life decisions and investment choices. Krishna serves ordinary people, helping them achieve their life's purpose and do extraordinary things. He believes that every individual is the CEO of their life, and he acts as the CFO supporting them on their journey. Krishna and his team help families in 27 states manage their financial assets, allowing them to focus on what gives them joy, meaning, and purpose. Executives, professionals, entrepreneurs, and multigenerational families, all goal-oriented, long-term investors, now have personalized strategies for comfortable retirements, confident life transitions, and lasting legacies. Krishna develops personalized financial strategies across multiple goals, including retirement, education, protection, estate, and inheritance. He executes those strategies by allocating assets in quality investments to help build and protect wealth. Krishna partners with clients over their lifetime, monitoring progress and providing financial advice and behavior coaching. Krishna's life experiences, problem-solving skills, knowledge, and acumen make him an ideal financial advisor. With degrees from prestigious institutions, including Kellogg, IIM Calcutta, and IIT Bombay, and the Certified Financial Planner (CFP®) certification from Northwestern University, Krishna has the expertise to help clients achieve their financial goals. Krishna is a Financial Advisor and Partner at Edward Jones, a financial services firm focused on individual investors and small-business owners. He has received the firm's coveted Ted Jones award in Year 1. Krishna loves running the Chicago half marathon every year and has a sweet tooth. His family, including his wife Lavanya, son Aryan, and daughter Ria, loves travel, especially to Italy, and pizza. Krishna's attentive and trusted support of Branch Office Administrator Monika Szejda-Mudrewicz ensures that clients know their families are well cared for. Whether you're planning for retirement, need regular income in retirement, saving for college for children or grandchildren, or trying to protect the financial future of the ones you care for the most
Education Overview
• northwestern university
• iim calcutta indian institute of management calcutta
• iit bombay indian institute of technology bombay
Companies Overview
• edward jones
• genpact
• strategy booz co. booz allen hamilton
• ge capital international services limited.
• deloitte
• infosys
Experience Overview
25.2 Years
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