Our Team – Working for You
Providing the highest quality financial services is our mission at Nextgen Wealth Counselors LLC. Based in Plainsboro, NJ, our team has the experience and training needed to competently handle even the most complex of financial portfolios.
Our team consists of our Staff, our Partners, and You.
You
Your goals and initial capital are vital components in determining the best course of action to take. We will work with you to put your capital to good use, growing at a level that insulates from excess risk while providing steady income.
We listen to your plans, your hopes, your dreams. A strong financial portfolio will enable you to live the life your wish.
Us
We bring to the table years of experience in providing quality financial advice and management services, enabling you to ensure quality growth and stability for your financial portfolio.
Keka H. Rath, CFP®
President and CIO
732.986.6122
krath@nextgenwealthllc.com>
Keka Rath has more than 17 years of experience in the financial services industry, primarily in the area of wealth management, providing financial advice to high net worth individuals and entities. Her core areas of expertise include preparing long-term financial plans covering cash flows, efficient tax planning, asset and debt management, eventually extending further to retirement planning and efficient next-gen estate transition.
Keka served as a vice president and wealth manager at a boutique RIA firm in Princeton, NJ prior to starting our business. Prior to this, she served in marketing and relationship management roles, moving up as functional and business head at various large and medium firms in India.
Keka is a 1990 graduate from the University of Delhi, majoring in Math & Statistics. She also holds a post graduate diploma from Bradford University, UK.