Based in Parsippany, New Jersey, Dipti Rath serves as senior financial advisor with Allied Wealth Partners. She provides fair, equitable, and knowledgeable advice to clients of diverse backgrounds, financial situations, and life ambitions. Primarily a retirement specialist, she emphasizes the importance of securing and preserving assets while creating legacy plans that span the generations. Dipti Rath understands that few are born millionaires, and she actively works with younger clients on strategies for saving through vehicles such as IRA accounts.

Ms. Rath has numerous business owners as clients and actively works on pathways of tax mitigation and setting up tax-advantaged benefits for employees. She takes time to study economic trends and seeks opportunities during times of volatility. Her efforts extend to setting in place savings vehicles that help to ensure proper long-term care in case of declining health and supported-living needs. This offers peace of mind to clients and their families, as they find ways to build positive identities and thrive.

Dipti Rath has experience with established firms such as FNIC and Cetera Investment Advisers, LLC, extending back more than two decades. Over the years, she has earned multiple award recognitions centered on client satisfaction and her use of industry best practices.

Dipti Rath