Kanan Sachdeva MBA, CFP®, ChFC® in

Kanan Sachdeva MBA, CFP®, ChFC®

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Founder & CEO - Forest Wealth and Insurance at Northwestern Mutual
📍 Westborough, Massachusetts, United States

Kanan Sachdeva is the Founder & CEO of Forest Wealth and Insurance, affiliated with Northwestern Mutual. She is a Forbes-recognized Wealth Management Advisor and Financial Planner, holding MBA, CFP®, and ChFC® designations. Her expertise lies in crafting comprehensive, tailored financial strategies for a diverse clientele.

Kanan is deeply committed to her community, focusing on empowering individuals to take control of their financial lives. In 2018, she was honored as Woman of the Year by India New England News, a testament to her professional excellence and leadership within the community.

She was a finalist for the Leukemia & Lymphoma Societys “Man & Woman of the Year” campaign.

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Experience
14 Years
Current Role
Founder & CEO - Forest Wealth and Insurance
Job Level
Leadership
Location
Westborough, Massachusetts, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Kanan cares about

Holistic Financial Planning
Emphasizes creating comprehensive financial plans that integrate wealth management, insurance, and retirement strategies to ensure long-term security for clients.
Wealth Transfer
Advises clients on effective strategies for wealth transfer, including the use of life insurance to manage tax implications and protect heirs.
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Career

Work history

1-2011
Founder & CEO - Forest Wealth and Insurance
Northwestern Mutual
In the press

Media appearances

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Education
1998 - 1999
Master of Business Administration (MBA)
Saint Xavier University
1992 - 1995
Bachelor of Commerce B.COM (HONS)
Shri Ram College of Commerce (SRCC)
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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