Neil Krishnaswamy

Neil joined Exencial Wealth Advisors in 2013 after working with Investors Asset Management, Inc. since 2011. Prior to entering financial services, he worked in the hard disk drive industry for 9 years, holding positions in electronics and software development. He earned a B.S. degree in Electrical Engineering and a Minor in Spanish from Purdue University. Designations he now holds include CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional (RICP®) and IRS Enrolled Agent (EA).

As a former technology professional, Neil utilizes unique skills to help manage the complexity of his clients’ financial lives while taking pride in executing the details of their financial and investment plans. He is passionate about continually improving his work and craft. He enjoys having meaningful conversations with people to explore their goals and dreams. After identifying the risks to manage and careful tradeoffs that need to be made, he recommends and implements strategies to put them on the path towards realizing their goals.

Neil is a registered investment advisor representative and an active member of the Financial Planning Association. He enjoys volunteering, yoga, tennis and reading. He lives in McKinney, Texas with his wife Pavi and daughter Veda.

Neil Krishnaswamy
P: (972) 985-7162