Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

TEAM

Meet your financial specialists.

Vishaal Tummala, CFP®

Financial Planner

Vishaal brings his technical and analytical abilities to support the wealth management team in serving clients. His mission is to leverage technology to help accurately illustrate the client’s overall financial plan.

Prior to joining SWP, Vishaal worked at Peak Wealth Planning, LLC as a financial planning assistant. At Peak Wealth Planning, LLC, he worked closely with the Founder of the firm in serving high-net-worth clients and running the daily operations of the business. Vishaal has passed the CERTIFIED FINANCIAL PLANNER® exam.

Outside of the office, Vishaal enjoys playing basketball and rooting for his favorite team, the Chicago Bulls. He often makes Indian food using his mom’s recipes – but admits, they take him much longer to make than her.

Education

BS in Agricultural Consumer Economics – concentration in Financial Planning, University of Illinois Urbana-Champaign

Professional Designations

CERTIFIED FINANCIAL PLANNER®

Leadership & Community

Sunday School Teacher, Sai Spiritual Education
Crisis Counselor, Crisis Text Line
Board Member, Financial Planning Association (FPA) of Illinois

Office Location

Deerfield, IL

Financial Planning

Potential Impacts of AI on the Financial Services Industry

The financial world is no stranger to disruption. The latest wave comes not from rogue traders or flash crashes, but from silicon and code. Artificial intelligence (AI) is rapidly transforming many industries, including the world of finance. But what might this mean for consumers seeking financial guidance?