Principal
CurrentOakTree Financial Planning provides financial planning and portfolio management for engineers and other technology professionals.
May 2008 - Present
AeroLeads people directory · profile
Sunit Bhalla, Cfp® Email & Phone Number
Fee-Only, Fiduciary Financial Planner for Engineers
at
OakTree Financial Planning
2 work emails found
@oaktreefp.com
2 phones found area 970
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Fee-Only, Fiduciary Financial Planner for Engineers
Location
Fort Collins, Colorado, United States
Who is Sunit Bhalla, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sunit Bhalla, Cfp® is listed as Fee-Only, Fiduciary Financial Planner for Engineers at OakTree Financial Planning, based in Fort Collins, Colorado, United States. AeroLeads shows a work email signal at oaktreefp.com, phone signal with area code 970, and a matched LinkedIn profile for Sunit Bhalla, Cfp®.
Sunit Bhalla, Cfp® previously worked as Principal at Oaktree Financial Planning and NAPFA National Board of Directors at National Association Of Personal Financial Advisors. Sunit Bhalla, Cfp® holds M.S., Personal Financial Planning from College For Financial Planning.
Company email context
Email format at OakTree Financial Planning
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{first}@oaktreefp.com
89% confidence
AeroLeads found 2 current-domain work email signals for Sunit Bhalla, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Sunit Bhalla, Cfp®
Sunit Bhalla, CFP® is the principal at OakTree Financial Planning, a firm that specializes in financial planning and portfolio management for engineers and other technology professionals.Sunit is actively involved in the financial planning community; he served a three-year term on the National Board of Directors of NAPFA, an organization of over 2,000 fee-only, fiduciary financial planners. He has given presentations at several national financial planning conferences and has been a participant on more than ten panels and webcasts. Sunit has been widely quoted in the press, including the Wall Street Journal, Morningstar Advisor, Kiplinger's, Reuters, and InvestmentNews.
Listed skills include Comprehensive Financial Planning, Portfolio Management, Retirement Planning, Personal Financial Planning, and 1 others.
Current workplace
Sunit Bhalla, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 31 years
Sunit Bhalla, Cfp® work experience
A career timeline built from the work history available for this profile.
Napfa National Board Of Directors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial planners. All NAPFA members are fiduciaries and are therefore legally required to act in their clients' best interests.
Sep 2018 - Aug 2021
Lead Engineer
2006 - 2008
~2 yrs
Manager
1999 - 2006
~7 yrs
Manager
1995 - 1999
~4 yrs
3 education records
Sunit Bhalla, Cfp® education
M.S., Personal Financial Planning
College For Financial Planning
M.S., Computer Science
University Of Massachusetts Amherst
B.S., Electrical Engineering
New Mexico State University
FAQ
Frequently asked questions about Sunit Bhalla, Cfp®
Quick answers generated from the profile data available on this page.
What company does Sunit Bhalla, Cfp® work for?
Sunit Bhalla, Cfp® works for OakTree Financial Planning.
What is Sunit Bhalla, Cfp®'s role at OakTree Financial Planning?
Sunit Bhalla, Cfp® is listed as Fee-Only, Fiduciary Financial Planner for Engineers at OakTree Financial Planning.
What is Sunit Bhalla, Cfp®'s email address?
AeroLeads has found 2 work email signals at @oaktreefp.com for Sunit Bhalla, Cfp® at OakTree Financial Planning.
What is Sunit Bhalla, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 970 for Sunit Bhalla, Cfp® at OakTree Financial Planning.
Where is Sunit Bhalla, Cfp® based?
Sunit Bhalla, Cfp® is based in Fort Collins, Colorado, United States while working with OakTree Financial Planning.
What companies has Sunit Bhalla, Cfp® worked for?
Sunit Bhalla, Cfp® has worked for Oaktree Financial Planning, National Association Of Personal Financial Advisors, Agilent Technologies, and Hewlett Packard.
How can I contact Sunit Bhalla, Cfp®?
You can use AeroLeads to view verified contact signals for Sunit Bhalla, Cfp® at OakTree Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Sunit Bhalla, Cfp® attend?
Sunit Bhalla, Cfp® holds M.S., Personal Financial Planning from College For Financial Planning.
What skills is Sunit Bhalla, Cfp® known for?
Sunit Bhalla, Cfp® is listed with skills including Comprehensive Financial Planning, Portfolio Management, Retirement Planning, Personal Financial Planning, and Financial Planning.
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