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Sunit Bhalla CFP

E

@Bhalla

Fort Collins, CO United States

English

Sunit is a Certified Financial Planner™ and is the principal at OakTree Financial Planning. Sunit specializes in financial planning and portfolio management for engineers and other tech professionals.

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real estate investing investing investments financial investing financial planning personal finances financial advisor planning for the future 401k retirement planning for retirement stock market investments portfolio management Show less

National Association of Personal Financial Advisors

National Association of Personal Financial Advisors is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. https://www.napfa.org/

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