Savant Wealth Management
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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.

1730 Park Street Suite 100 Naperville, IL 60563
630.357.2224

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.

Ritu 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 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.

Articles &
Media

Rethinking Retirement: Moving Past the 4% Rule
The Future of the TCJA: What Taxpayers Can Expect Starting in 2025
Evolution of 529 Plans: A Transformative Journey
Financial Steps to Prepare for Cognitive Decline

Education &
Designations

  • Punjab Engineering College
    Bachelor’s in Engineering
  • Certified Estate Planner™ (CEP®)
  • Enrolled Agent (EA)

Affiliations &
Community Service

  • American India Foundation – board member

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.

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