With over 20 years of experience in finance, accounting, and wealth strategy, Dipali helps individuals, families, and small business owners create personalized financial strategies that help protect what matters most and build toward amore secure future. As a licensed insurance agent, she brings a unique global perspective to every conversation. Her areas of focus include life insurance solutions, retirement strategies, tax-efficient strategies, and business protection strategies..

Dipali takes a holistic, client-first approach to financial guidance. It begins with listening—understanding each client’s current financial picture, goals, and challenges. From there, she develops tailored strategies aligned with personal and professional ambitions, whether that means helping to secure a family’s future, planning a tax-advantaged retirement, or helping to protect a business legacy. Her international experience also positions her to help support clients with cross-border interests or more complex financial needs.

Clients choose to work with Dipali for her professionalism, transparency, and long-term commitment. She combines deep technical expertise with real-world insight and a genuine passion for helping people make confident, informed decisions. With the support of Fortis Lux Financial, a General Agency of Massachusetts Mutual Life Insurance Company (MassMutual)—a trusted name in the industry for over 170years—she delivers dependable, personalized strategies and ongoing support at every stage of life.

Reach out today to explore how Dipali can help build a financial strategy designed for lasting success.

‍