Mohua Das, Ph.D., CFP®
President, Certified Financial Planner™ professional
As a wealth advisor, Mou’s areas of practice focus primarily on developing and implementing sophisticated strategies for retirement income planning, business succession and estate planning for financially established households, physicians, business owners and corporate executives. She has extensive experience working with families to develop their long-term goals and wealth transfer plans. Prior to working in the private sector, she was an assistant professor of Economics at a nationally ranked liberal arts college in Kentucky.
EDUCATION
Ph.D. Economics, Maxwell School of Syracuse University, New York
M.A. Economics, Delhi School of Economics, University of Delhi, India
B.A. Economics, Hansraj College, University of Delhi, India
PROFESSIONAL CERTIFICATIONS
Certified Financial Planner Licensee, Certified Financial Planner Board of Standards
PROFESSIONAL MEMBERSHIP & AFFILIATIONS
Financial Planning Association
National Association of Personal Financial Advisors – for ‘Fee-Only’ financial advisors
Bluegrass Estate Planning Council
COMMUNITY INVOLVEMENT
President Elect, Bluegrass Estate Planning Council
Past President, Bluegrass Indo-American Civic Society
As a wealth advisor, Mou’s areas of practice focus primarily on developing and implementing sophisticated strategies for retirement income planning, business succession and estate planning for financially established households, physicians, business owners and corporate executives. She has extensive experience working with families to develop their long-term goals and wealth transfer plans. Prior to working in the private sector, she was an assistant professor of Economics at a nationally ranked liberal arts college in Kentucky.
EDUCATION
Ph.D. Economics, Maxwell School of Syracuse University, New York
M.A. Economics, Delhi School of Economics, University of Delhi, India
B.A. Economics, Hansraj College, University of Delhi, India
PROFESSIONAL CERTIFICATIONS
Certified Financial Planner Licensee, Certified Financial Planner Board of Standards
PROFESSIONAL MEMBERSHIP & AFFILIATIONS
Financial Planning Association
National Association of Personal Financial Advisors – for ‘Fee-Only’ financial advisors
Bluegrass Estate Planning Council
COMMUNITY INVOLVEMENT
President Elect, Bluegrass Estate Planning Council
Past President, Bluegrass Indo-American Civic Society
CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks are financial planning credentials awarded by the Certified Financial Planner Board of Standards Inc. to individuals who meet education, examination, experience and ethics requirements. A CFP® professional has proven competence in all areas of the financial planning process including: financial statement preparation and analysis, investment planning, income tax planning, education planning, risk management, retirement planning and estate planning.