Financial advisor Dipti Rath brings passion, experience, and a client-first philosophy to her work. With a career spanning more than 27 years, Dipti Rath has supported clients from different backgrounds and varying ages with their financial planning. Her professional journey includes roles at FNIC, LPL, and currently Cetera Wealth Management Group, where she is a financial advisor, serving her long-standing client base.
Dipti Rath is particularly skilled in retirement planning. She meets with her clients, understands their financial positions and goals, and develops tailored investment strategies to consistently build their retirement savings. She has a deep knowledge of 401(k)s, IRAs, Annuities and Managed accounts with stocks and ETF, and prides herself in ensuring client plans align with their goals and priorities. Dipti Rath treats every client with fairness and respect, regardless of account size. She meets regularly with them (at least twice a year) to review progress and adjust strategies as needed.
On top of planning for retirement, Dipti Rath also helps clients prepare for long-term care, distribute assets to beneficiaries through insurance products, and save for their children’s college education. She takes pride in being accessible and dependable, always ready to support her clients when they need guidance. She is an alumnus of Penn and has licenses in securities, insurance, and long-term care.