Ritu Jain
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.

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 joined the financial services industry after a 20+ year career as an entrepreneur in technology and a background in engineering. With a specialization in tax planning, she brings a unique perspective and a diverse skillset with a focus on client service and leveraging technology to meet client needs. Ritu 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.
Ritu earned a bachelor’s degree in engineering from Punjab Engineering College in Chandigarh, India. She is a Certified Estate Planner™ (CEP®) and an Enrolled Agent (EA), licensed by the Department of Treasury to practice before the Internal Revenue Service.
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 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.