Sunandan Clerk, Cfa, Cfp®

Sunandan Clerk, Cfa, Cfp® Email and Phone Number

Principal, Financial Advisor @ Dhamma Capital
walnut creek, california, united states
Sunandan Clerk, Cfa, Cfp®'s Location
San Francisco Bay Area, United States
Sunandan Clerk, Cfa, Cfp®'s Contact Details

Sunandan Clerk, Cfa, Cfp® work email

Sunandan Clerk, Cfa, Cfp® personal email

About Sunandan Clerk, Cfa, Cfp®

Principal, Financial Advisor, Investment ManagerDhamma Capital, LLC is a Fee-Only California Registered Investment Advisor.

Sunandan Clerk, Cfa, Cfp®'s Current Company Details
Dhamma Capital

Dhamma Capital

View
Principal, Financial Advisor
walnut creek, california, united states
Website:
dhammacapital.com
Employees:
2
Sunandan Clerk, Cfa, Cfp® Work Experience Details
  • Dhamma Capital
    Principal, Financial Advisor
    Dhamma Capital Jun 2019 - Present
    San Francisco Bay Area
    View
  • Regal Investment Advisors
    Investment Advisor Representative
    Regal Investment Advisors Mar 2018 - Jun 2019
    San Francisco Bay Area
    View
  • Consilium Wealth Management, Llc
    Vice President - Investments
    Consilium Wealth Management, Llc Sep 2017 - Jan 2018
    San Francisco Bay Area
  • Wells Fargo Advisors
    -
    Wells Fargo Advisors Feb 2015 - Aug 2017
    San Francisco Bay Area
    View
  • Mechanics Bank
    Portfolio Manager
    Mechanics Bank 2010 - 2015
    San Francisco Bay Area
    View
  • Destination Wealth Management
    Investment Analyst
    Destination Wealth Management 2007 - 2009
    San Francisco Bay Area
    View
  • Sterling
    Managing Partner
    Sterling 1999 - 2004
    Ahmedabad Area, India

Sunandan Clerk, Cfa, Cfp® Skills

Wealth Management Financial Advisory Investment Strategies Investment Management Portfolio Management Investment Research Equity Research Financial Analysis Strategic Financial Planning Asset Allocation Strategy Banking

Sunandan Clerk, Cfa, Cfp® Education Details

Frequently Asked Questions about Sunandan Clerk, Cfa, Cfp®

What company does Sunandan Clerk, Cfa, Cfp® work for?

Sunandan Clerk, Cfa, Cfp® works for Dhamma Capital

What is Sunandan Clerk, Cfa, Cfp®'s role at the current company?

Sunandan Clerk, Cfa, Cfp®'s current role is Principal, Financial Advisor.

What is Sunandan Clerk, Cfa, Cfp®'s email address?

Sunandan Clerk, Cfa, Cfp®'s email address is su****@****ail.com

What schools did Sunandan Clerk, Cfa, Cfp® attend?

Sunandan Clerk, Cfa, Cfp® attended Texas Christian University - M.j. Neeley School Of Business, Cept University.

What skills is Sunandan Clerk, Cfa, Cfp® known for?

Sunandan Clerk, Cfa, Cfp® has skills like Wealth Management, Financial Advisory, Investment Strategies, Investment Management, Portfolio Management, Investment Research, Equity Research, Financial Analysis, Strategic Financial Planning, Asset Allocation, Strategy, Banking.

Who are Sunandan Clerk, Cfa, Cfp®'s colleagues?

Sunandan Clerk, Cfa, Cfp®'s colleagues are Ashin Lakkhana.

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