Forest Wealth and Insurance
Kanan Sachdeva
Wealth Management Advisor|MBA, CFP®, ChFC®
At Forest Wealth and Insurance, we are dedicated to providing comprehensive financial planning that encompasses every aspect of your financial life. Our innovative solutions are designed to align seamlessly with your personal and professional goals, ensuring a secure and prosperous future.
We specialize in creating tailored strategies that cater to the unique needs of individuals, families, and businesses. By integrating financial security into an overarching, streamlined plan, we help you navigate the complexities of wealth management with confidence and clarity.
Our commitment is to foster growth and opportunity through personalized, cutting-edge financial solutions. We strive to empower our clients with the tools and knowledge needed to achieve their financial aspirations.
Let's work together to design a plan that is both valuable and relevant to your specific circumstances.
About Kanan
As the founder of Forest Wealth and Insurance, Kanan brings a wealth of diverse experiences from living in several countries throughout her life and career. These experiences have enabled her to speak several languages and have given her a deep appreciation for cultural diversity. Having spent over 25 years in the United States, she leverages these qualities to connect with clients from various backgrounds and shape the core values and mission of her practice.
Family is her cornerstone. She values time spent together, whether exploring new destinations or enjoying cozy movie nights. Her home thrives on creativity, with a strong emphasis on arts and music. While cooking is a joy for her, she particularly loves the summer months when her husband takes charge with his fantastic grilling.
These experiences have fostered a unique perspective that Kanan brings to her role at Forest Wealth and Insurance, allowing her to offer empathetic and personalized financial solutions to her clients.
Designations and Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Master of Business Administration (MBA)
Associations and Memberships
- National Association of Insurance and Financial Advisors (NAIFA)
- Million Dollar Round Table (MDRT)
Awards and Recognition
- Forbes "Best-In-State Financial Security Professional 2023 and 2024
- Million Dollar Round Table Qualifying Member 2013-2016, 2018-2025
- National Association of Insurance and Financial Advisors Quality Award 2013-2015
- "Financial Advisor Award" for Woman of the Year 2018 by India New England
Education
- Saint Xavier University, Chicago - MBA in Finance
- Shri Ram College of Commerce, Delhi University - BCOM in Finance and Economics
Our Areas of Expertise
Retirement Planning & Income Strategies
Life Insurance Strategies
Education Planning & Funding
Disability Planning
Tax-Efficient Strategies
Investment Planning & Strategies
Long-Term Care Planning
Estate Planning