Tawfik, Kriti

Kriti Tawfik, CFP®, BFA™

With nearly 15 years of experience spanning tax consulting, investment strategy, and holistic wealth management, Kriti specializes in serving high-net-worth individuals navigating complex financial landscapes. Her career began at Ernst & Young, where she provided tax advisory services to financial institutions with intricate structures, including REITs, private equity funds, MLPs, and hedge funds.

Kriti later transitioned to Parametric (a Morgan Stanley subsidiary), where she advanced from Performance Analyst to Product Manager, leading institutional derivative product development and management totaling over $200 billion at the time.

Now at NorthRock, as a CFP^® professional, Kriti works with complex individuals, families, and entities through multi-generational wealth management, integrating tax-optimized investment strategies, cross-disciplinary planning and data-driven decision-making. Her philosophy centers on cultivating lifelong client relationships through transparency, empathy, and rigorously personalized advice that aligns with values and aspirations of her clients.

When not advising clients, Kriti recharges through travel, literature, and outdoor adventures with her husband, young son, and their adopted dog. She draws energy from her tight-knit community of family, friends, and neighbors who keep her grounded in life's most meaningful priorities.