Home > Rashi Poddar, CFA®, CFP®

Rashi Poddar, CFA®, CFP®

Wealth Manager

Rashi serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Rashi has spent her entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, she was a financial services professional at a large insurance company, where she helped guide her clients toward financial independence.

Rashi earned a Master of Science degree in finance from ICFAI University in India. She is a Chartered Financial Analyst®, as designated by the CFA Institute, and a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Rashi loves spending time with her husband, Amit, two boys, Darsh and Aarav, and dog, Simba. Together, the family enjoys traveling, playing tennis and spending time outdoors.

Articles by Rashi Poddar, CFA®, CFP®

*See all Creative Planning disclosures and sources.


Prefer to discuss over the phone?