By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
Find A Financial Advisor
Financial Advisor Network
Wings for Widows Logo colored
Back to Financial Network

Nandita Das

Professional designations
CFA, CFP, EA, MBA, RICP
Firm or Broker/Dealer name
Insight Financial Strategists
States licensed in
Newark
,
Delaware
Areas of expertise
Languages spoken
English
Indian
Areas of Expertise
Estate Planning
Investment Management
Retirement/Retirement Income
Debt Management
Time Zone
As an accomplished financial leader, educator, and trusted advisor, I have a reputation for driving change and fostering a culture of inclusivity while spreading financial literacy.

With extensive experience as a finance education program director and professor, I have been able to shape comprehensive financial and wealth management education programs, champion the importance of financial literacy, and raise awareness for the need of more diverse financial advisors.

I have developed positive relationships with students, colleagues, and industry professionals, enabling me to remain current with industry trends and form strategic partnerships with key stakeholders. My strong analytical and communication skills enable me to effectively communicate complex financial concepts in a clear and concise manner.

I have helped clients achieve their financial goals by providing expert guidance on investment, estate and retirement planning, debt reduction strategies, and wealth management. I am passionate about helping individuals and families navigate the complexities of financial planning to achieve financial security and independence.

My proven track record of managing budgets, creating curriculum, training staff, and delivering exceptional learning experiences underscores my ability to provide strategic leadership.