OakTree Financial Planning
Financial Services
Fort Collins, Colorado, United States
2 employees
- Employees
- 2
- Contacts
- 1
- Emails
- 1
- Phones
- 1
OakTree Financial Planning Overview
- Headquarters
- Fort Collins, Colorado, United States
- Website
- oaktreefp.com
- Industry
- Financial Services
- Employees
- 2
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About OakTree Financial Planning
OakTree Financial Planning provides financial planning and portfolio management for engineers and other technology professionals. Our goal is to alleviate our clients' financial anxieties so that they can focus their time and energy on more enjoyable aspects of their life. OakTree Financial Planning is a fee-only firm, which means that all fees are fully disclosed and paid directly to us by our clients. We do not sell investments, insurance, or other products and we do not receive any commissions. We believe that this fee-only structure allows us to have a more collaborative relationship with our clients because it reduces the possible conflicts of interest.
OakTree Financial Planning Contact Details
- People in AeroLeads
- 1
- With contact data
- 1
- Email contacts
- 1
- 100.0% coverage
- Phone contacts
- 1
- 100.0% coverage
OakTree Financial Planning Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Sunit Bhalla, Cfp® | Fee-only, Fiduciary Financial Planner | Fort Collins, Colorado, United States |
Email
Phone
|
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