Neetu Kohli, AAMS

Neetu Kohli joined Northwest Financial Advisors in June 2021 after working in financial services for several years.

Neetu began her financial services career in 1995 and has an understanding of asset management, retirement planning, life insurance and estate planning, as well as expertise in planning, CRM and other financial services technology. As NWFA’s Advisor Development Manager, Neetu leveraged her deep knowledge and experience to support the development and technical training of our advisors to help elevate our client experience. As AVP of Wealth Management, and subsequently, VP of Wealth Management, she has led our Northwest Direct financial consultants as well as our branch-based advisors, working closely with credit union leadership to build relationships and promote mutual growth. She also developed and continues to manage the firm’s intern academy.

In her current role of Senior Vice President of Business Development and Wealth Management, Neetu is also responsible for driving go-to-market strategy, managing key partnerships and overseeing advisor recruitment and onboarding.

Neetu spent her childhood in the Himalayan foothills and received a degree in Business Administration and Human Resources in India. She continued her career-related education, earning the professional designation of Accredited Asset Management Specialist (AAMS) from the College of Financial Planning. Neetu also earned a Certificate in Leadership from the Sloan School of Management, Massachusetts Institute of Technology, and holds FINRA Series 7, 63, 65, and 9/10 licensing.^*

Neetu is passionate about giving back to the community and volunteers to promote education for underprivileged children. She writes children’s books in her spare time and is a published children’s book author.

* FINRA Series 7, 63 and 9/10 and 24 licenses held with LPL Financial. Series 65 held with Northwest Financial Advisors.