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Kanan Sachdeva, Northwestern Mutual Earns Certified Financial Planner® Certification

Press Release
11/19/2020

Kanan Sachdeva CFP®, a financial advisor with Northwestern Mutual – Westborough, a leading financial security company, has earned the Certified Financial Planner (CFP®) certification through the Certified Financial Planner Board of Standards Inc. 

Sachdeva’s achievement positions her as a groundbreaking leader. The CFP Board Center for Financial Planning reports that only around 20% of the US advisors are CFP® professionals. Of that population, 23% are women, and less than 5% are people of color. 

The CFP® designation sets the highest standard for financial planners, and only those who complete the program’s rigorous requirements can attain the prestigious certification.  The CFP® professionals have the expertise to evaluate all areas of a client’s global financial picture, including investments, insurance, tax planning and management, retirement and employee benefits, saving for college, and estate planning. They ensure clients are taking advantage of any tax benefits, optimizing their portfolios, and assessing risk strategically. 

“We are proud of Kanan for achieving the highest standard in personal financial planning,” said Robert T Frieling, Managing Partner, Northwestern Mutual – Westborough. “Earning this designation proves her commitment to upholding the highest ethical standards to always act in our client’s best interest as well as her commitment to professional growth and achievement.”

 Sachdeva started her practice with Northwestern Mutual – Westborough, in 2011. She earned a Bachelor of Commerce from Shri Ram College of Commerce, Delhi University and a Master of Business Administration from Graham School of Management, Saint Xavier University.

To learn more about Kanan Sachdeva, visit her website at http://www.kanansachdeva.com/.

About Northwestern Mutual

Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what’s most important. With $290.3 billion in total assets, $29.9 billion in revenues, and $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $161 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 102 on the 2020 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2020.

 

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM)(life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries in Milwaukee, WI. Subsidiaries include Northwestern Mutual Investment Services, LLC (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (investment advisory and trust services), a federal savings bank; and Northwestern Long Term Care Insurance Company.



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