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About Nandita Das, Ph.D., CFA®, CFP®

Dr. Nandita Das is a financial planning practitioner and academic. As a fee-only certified financial planner with Insight Financial Strategists, Nandita Das serves clients across the country. 

Insight Financial Strategists provides financial planningretirement planninginvestment management, and divorce planning services to help clients organize, grow and protect their assets through life’s transitions.  As a fee-only wealth manager, fiduciary, and independent financial advisor, Nandita Das is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Nandita's mission is to help people realize that it takes real planning to achieve your goals- whether it is college admission, retirement or simply getting your financial house in order. Clients appreciate her deep expertise in various aspects of wealth management, including retirement income planning, tax planning and legacy planning. 

Nandita's career in financial services paralleled her academic career. She has earned the Ph. D in Finance from Lehigh University with her dissertation on hedge funds. She is a Professor of Finance at Delaware State University an HBCU (Historically Black College and University) where she is Director of the Financial Literacy Institute and Founder and Director of the CFP Board Registered Financial Planning program. She has also earned a MBA in FInance from the University of Sakatchewan and a Master's in Economics from Lehigh University. 

Nandita is a Certified Financial Planner near me and a Chartered Financial Analyst certificant. She is also an Enrolled Agent with the Internal Revenue Service and Retirened Income Certified Professional (RICP) designation earned from the American College. She is a volunteer-member of the CFP Board’s Practice Advisory Group and Financial Planning Associations Diversity & Inclusion Committee.

Nandita was awarded the prestigious Fulbright Nehru Distinguished Scholar award. As such she researched Socially Responsible Investing in India.

Nandita is a member of the Financial Planning Association and the XY Planning Network. She was honored with the  Investment News Excellence in Diversity and Inclusion Award and has received several awards from Delaware State University. She is also the recipient of a Charles Schwab Foundation Grant to establish the Financial Literacy Institute at Delaware State University.

Many of our clients live in Lexington MA, Arlington MA, Bedford MA, Newton MA, Boston, Brookline, Weston MA, Waltham, Belmont MA, Cambridge MA, Lincoln MA, Nantucket, Watertown, Wayland, MA, Concord, MA, Needham, Martha's Vineyard, Wellesley, Winchester MA.