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Westborough, Mass. – Northwestern Mutual’s financial advisor, Kanan Sachdeva, CFP®, ChFC® was recognized by Forbes as a 2023 Best-in-State Top Financial Security Professional*.
She joins 488 other Northwestern Mutual advisors, the company’s strongest showing, on this prestigious ranking since it debuted in 2021.
Sachdeva has been a Northwestern Mutual Wealth Management Advisor since 2011. She runs a successful nationwide practice and has dedicated her career to thoughtful, comprehensive financial planning for her diverse client base. As a Certified Financial Planner, she provides guidance and solutions with the goal of having a positive impact on her client’s financial security.
These Forbes lists recognize top-performing financial advisors – at both the national level and by state – who provide holistic financial planning, focusing on risk mitigation, wealth management and a personal planning experience. Honorees are selected using a broad set of criteria that includes production and premiums, assets under management, client retention rates and exhibition of best practices.
“Northwestern Mutual is the undeniable industry leader in financial security, and our presence in this year’s rankings proves it,” said Tim Gerend, the company’s chief distribution officer and a member of the Forbes / SHOOK Financial Security Professionals Leadership Advisory Board. “Our approach to financial planning is resonating in the marketplace, and this accolade sends a loud and clear message about the expertise of our advisors who are committed to helping clients build financial security.”
Earlier this year, Northwestern Mutual advisors exceeded their historical showing on Forbes’ “Top Women Wealth Advisors,” Barron’s “Top 1,200 Financial Advisors” and Forbes’ “Top Wealth Advisors Best-in-State.”
Leading industry publications including Financial Planning, Financial Advisor, ThinkAdvisor and InvestmentNews consistently rank Northwestern Mutual Investment Services as a top
independent broker-dealer by total revenue.
* Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or
ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
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