Back to Search Favorites List

Sunit Bhalla (CFP®, MSFP)

Sunit Bhalla focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Sunit Bhalla, CFP® specializes in financial planning and portfolio management for engineers and other technology professionals.

Additional Information

Sunit Bhalla, CFP® is the principal at OakTree Financial Planning, a fee-only financial planning firm based in Fort Collins, Colorado. Sunit spent eighteen years working as an R&D project manager and software developer at Hewlett-Packard and Agilent Technologies prior to founding OakTree Financial Planning. Sunit is a Certified Financial Planner™ and received a Master of Science in Personal Financial Planning from the College for Financial Planning.

Sunit is currently serving on the national Board of Directors of NAPFA, an organization of fee-only, fiduciary financial planners. Sunit has also served on the NAPFA Leadership Development committee and the NAPFA Education committee. He led the Northern Colorado NAPFA Study Group from 2010 to 2018.

Sunit has presented at national financial planning conferences more than ten times and has been widely quoted in the press, including in the Wall Street Journal, Reuters, Kiplinger's, and Morningstar Advisor.

Sunit enjoys spending time with his wife, Janea, and their three kids—Brady (17), Kaitlyn (15), and Tyson (13). Sunit and Janea are avid runners and have run the Colorado Marathon three times.

NAPFA Start Date

July 07, 2008

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

155 Boardwalk Dr Ste 300 Fort Collins, CO 80525-3040 Phone: (970) 988-2044
View
Visit Website