Kiran Mirpuri

Financial Consultant
Webster Investments
(Supported by LPL Financial)

“Helping clients make confident financial decisions through structured planning and thoughtful conversations.”

Email Kiran Find a Branch

Credentials

Master of Science (MS)
in Quantitative Finance
(Northeastern University)

SIE

Series 7

Series 66

CT Life & Health

Financial Planner Certification (FPSB)

Client Assets Supported: $44M

Core Qualities

Clarity

Plain-language explanations and structured choices

Discipline

Consistent process and long-term thinking

Care

Respectful, client-first conversations

Follow-through

Proactive check-ins and responsiveness

Background Snapshot

Webster Bank

Financial Consultant, Client Advisory

Northeastern University

MS Quantitative Finance (GPA 3.9/4.0), Achiever’s Scholarship

International Money Matters

Wealth Management

Finscholarz Wealth Managers

Investment Services

KPMG India

Mergers & Acquisitions

Approach

How I work

Understand Goals & Priorities

Gather Information & Clarify Constraints

Build a Structured Plan

Implement Through Webster Investments Process

Review & Adjust Over Time

Disclaimer

Securities and advisory services are offered through LPL Financial LLC (“LPL”), a registered investment adviser and broker-dealer. Member FINRA/SIPC. Webster Bank and Webster Investments are not registered as a broker-dealer or investment adviser; LPL and its affiliates are separate entities.

Contact me

Email Kiran