Kieron Inalsingh, CFP®, CDFA®, CEPA®, AIF®, serves as the Managing Principal and Chief Compliance Officer at My Wealth Plan Advisor & Physicians Wealth Planner since March 2013, where independent financial planning and the implementation of comprehensive financial strategies for clients are prioritized. Additionally, Kieron functions as a Managing Broker and Realtor for Century 21 Universal, facilitating real estate transactions in Illinois and Indiana, and as a Realtor with Michigan Lakes Team, specializing in luxury lake properties in Michigan. Previous experience encompasses roles as a Financial Advisor at VALIC and Merrill Lynch, Compliance Specialist with Genworth Financial, and Compliance Manager at Harris Investor Services, demonstrating extensive expertise in both financial planning and regulatory compliance. Kieron holds a Bachelor of Science from the University of Notre Dame and has furthered education through specialized programs in divorce financial analysis and mediation.
Sign up to view 4 direct reports
Get started