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Northwestern Mutual’s Kanan Sachdeva Recognized Among Nation’s Best By Forbes

Press Release
07/25/2024

Northwestern Mutual’s financial advisor Kanan Sachdeva has been recognized on the Forbes Best-in-State Top Financial Security Professionals list 2024, affirming her position as a leading expert in the industry.
 

Kanan has been with Northwestern Mutual since 2011. She runs a successful nationwide practice and has dedicated her career to thoughtful, comprehensive financial planning for her diverse client base. As a Certified Financial Planner TM professional, she provides guidance and solutions with the goal of having a positive impact on her client’s financial security.

 

“To be recognized as a Best-In-State Top Financial Security Professional by Forbes is a notable accomplishment, and certainly one that Kanan deserves,” said Matt Russo, managing partner, Tri-Harbor Financial Group of Northwestern Mutual. “This designation honors Kanan’s steadfast commitment to her clients, and her mission of helping them reach their financial goals.”

 

The Forbes Best-In-State Top Financial Security Professionals list showcases the industry's most accomplished professionals, individuals who have demonstrated exceptional leadership and delivered comprehensive financial guidance. These advisors have consistently gone above and beyond to empower their clients, helping them achieve their financial goals and secure their financial futures.  

 

Forbes ranks advisors based a variety of qualitative and quantitative factors, ranging from assets under management and revenue trends to community engagement and team dynamics. 

 

 

 

Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists.  NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s).  Rankings and recognitions are no guarantee of future investment success.

 

About Northwestern Mutual

 

Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With over $627 billion of total assets being managed across the company's institutional portfolio as well as retail investment client portfolios, more than $36 billion in revenues, and $2.3 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 111 on the 2023 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2024. 

 

These teams use their marketing names for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance). Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. 

 



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