Ritu Jain
EA
Financial Advisor
My goal is to help women gain the knowledge and confidence to take charge of their financial futures so they can not simply be involved but rather lead the way in their personal and household financial decision making.
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Education &
Affiliations &
Ritu joined the financial services industry after a 20+ year career as an entrepreneur in technology and a background in engineering. With a specialization in tax planning, she brings a unique perspective and a diverse skillset with a focus on client service and leveraging technology to meet client needs. Ritu is deeply passionate about empowering women to actively participate in managing their personal finances, helping them build financial wellness while shaping the legacies they wish to leave behind.
Ritu earned a bachelor’s degree in engineering from Punjab Engineering College in Chandigarh, India, and is an Enrolled Agent (EA), licensed by the Department of Treasury to practice before the Internal Revenue Service. She serves on the board of the American India Foundation in Chicago. Ritu is a member of Wise Women, a Savant initiative that inspires, informs, and empowers women to pursue their best financial futures.
Ritu has two children in college. She loves to play tennis, paddleball, and pickleball in her free time.
Articles &
Media
Education &
Designations
- Punjab Engineering College
Bachelor’s in Engineering - Enrolled Agent (EA)
Affiliations &
Community Service
- American India Foundation – board member