CFP®, CEP®, EA
Financial Advisor
My goal is to help women gain the knowledge and confidence to take charge of their financial futures so they can lead the way, not simply be involved, in their personal and household financial decision making.
Ritu is a financial advisor in Savant’s Naperville, IL office.
With a specialization in tax planning, Ritu brings a unique perspective and a diverse skillset with a focus on client service and leveraging technology to meet client needs. She is deeply passionate about empowering women to actively participate in managing their personal finances, helping them build financial wellness while shaping the legacies they wish to leave behind.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Estate Planner™ (CEP®), Ritu is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. She is an Enrolled Agent (EA), licensed by the Department of Treasury to practice before the Internal Revenue Service.
Ritu joined the financial services industry after a 20+ year career as an entrepreneur in technology and a background in engineering.
Ritu serves on the board of the American India Foundation in Chicago and is a member of Wise Women, a Savant initiative that inspires, informs, and empowers women to pursue their best financial futures..
Ritu earned a bachelor’s degree in engineering from Punjab Engineering College in Chandigarh, India.
Ritu has two children in college. She loves to play tennis, paddleball, and pickleball in her free time.
The CEP® (CERTIFIED ESTATE PLANNER™) is a trademark registered with the United States Patent and Trademark Office, and solely owned by the National Institute of Certified Estate Planners, Inc. This certification mark is awarded to individuals who successfully complete the NICEP certification requirements and who also comply with annual maintenance requirements.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.