CB Rank (Person) 2,034,749

Dipti Rath is a Parsippany, New Jersey, financial executive who guides clients through investment and portfolio strategies that emphasize proper diversification. As Allied Wealth Partners senior financial advisor, she provides tailored advice on weathering market ups and downs and arriving at a sound position across the short- and long-term. Dipti

Rath understands the importance of carefully watching markets and assessing key economic factors in making optimally timed decisions.

Ms. Rath’s industry experience extends back to the late 1990s. She held leadership responsibilities with firms such as FNIC, LPL and Cetera Investment Advisers. This wide-ranging experience gave her a people-centered perspective. In addition, she believes that God has provided her with the patience and wisdom to listen carefully to those she serves and work out pathways that make sense from an individual and family perspective.

Dipti Rath also has extensive knowledge of IRA accounts and how their distributions provide a comfortable base of support through one’s retirement. She has received thanks many years later for helping set up 529 plans that offered vital support for children’s higher-education aspirations.

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