Sunit Bhalla, Cfp®

Sunit Bhalla, Cfp® Email and Phone Number

Fee-Only, Fiduciary Financial Planner for Engineers @ OakTree Financial Planning
Sunit Bhalla, Cfp®'s Location
Fort Collins, Colorado, United States, United States
Sunit Bhalla, Cfp®'s Contact Details

Sunit Bhalla, Cfp® work email

Sunit Bhalla, Cfp® personal email

n/a

Sunit Bhalla, Cfp® phone numbers

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.

Sunit Bhalla, Cfp®'s Current Company Details
OakTree Financial Planning

Oaktree Financial Planning

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Fee-Only, Fiduciary Financial Planner for Engineers
Sunit Bhalla, Cfp® Work Experience Details
  • Oaktree Financial Planning
    Principal
    Oaktree Financial Planning May 2008 - Present
    Fort Collins, Colorado, Us
    OakTree Financial Planning provides financial planning and portfolio management for engineers and other technology professionals.
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  • National Association Of Personal Financial Advisors
    Napfa National Board Of Directors
    National Association Of Personal Financial Advisors Sep 2018 - Aug 2021
    Chicago, Il, Us
    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.
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  • Agilent Technologies
    Lead Engineer
    Agilent Technologies 2006 - 2008
    Santa Clara, Ca, Us
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  • Agilent Technologies
    Manager
    Agilent Technologies 1999 - 2006
    Santa Clara, Ca, Us
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  • Hewlett Packard
    Manager
    Hewlett Packard 1995 - 1999
    Palo Alto, Ca, Us
    View

Sunit Bhalla, Cfp® Skills

Comprehensive Financial Planning Portfolio Management Retirement Planning Personal Financial Planning Financial Planning

Sunit Bhalla, Cfp® Education Details

  • College For Financial Planning
    College For Financial Planning
    Personal Financial Planning
  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst
    Computer Science
  • New Mexico State University
    New Mexico State University
    Electrical Engineering

Frequently Asked Questions about Sunit Bhalla, Cfp®

What company does Sunit Bhalla, Cfp® work for?

Sunit Bhalla, Cfp® works for Oaktree Financial Planning

What is Sunit Bhalla, Cfp®'s role at the current company?

Sunit Bhalla, Cfp®'s current role is Fee-Only, Fiduciary Financial Planner for Engineers.

What is Sunit Bhalla, Cfp®'s email address?

Sunit Bhalla, Cfp®'s email address is su****@****efp.com

What is Sunit Bhalla, Cfp®'s direct phone number?

Sunit Bhalla, Cfp®'s direct phone number is +197098*****

What schools did Sunit Bhalla, Cfp® attend?

Sunit Bhalla, Cfp® attended College For Financial Planning, University Of Massachusetts Amherst, New Mexico State University.

What are some of Sunit Bhalla, Cfp®'s interests?

Sunit Bhalla, Cfp® has interest in Boating, Christianity, Kids, Cooking, Gardening, Traveling, Outdoors, Electronics, Home Improvement, Shooting.

What skills is Sunit Bhalla, Cfp® known for?

Sunit Bhalla, Cfp® has skills like Comprehensive Financial Planning, Portfolio Management, Retirement Planning, Personal Financial Planning, Financial Planning.

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