Deva Panambur (BS, CFA, CFP, MBA)
Deva Panambur focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Corporate Executives
- Generation X
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Baby Boomers
- Business Owners
- Corporate Executives
- Generation X
- High Net Worth Client Needs
- Retirement Plan Investment Advice
Planning Specialties
Deva Panambur, BS, MBA, CFA®, CFP® is the founder of Sarsi, LLC. We are an independent, fee-only, Registered Investment Advisor, serving individuals- busy professionals, business owners and retirees. We provide all services required to help individuals achieve their objectives. We provide overall financial planning including investment management, cash flow analysis, debt management, risk management/insurance, estate planning and tax planning. We distinguish ourselves by providing customized solutions in a independent setting with complete client confidentiality and superior service. Our fees could be asset based (1% and lower depending on assets, $5,000 minimum fee per client, per year) or fixed fee for upfront comprehensive plans (Priced based on complexity)
Additional Information
I am passionate about using my deep experience in financial planning and investment management to help busy professional, business owners and retirees solve their financial and investment problems. I am available at every point to help clients make optimal decisions. I have several technical qualifications and years of experience at firms such as Merrill Lynch and Neuberger Berman where I managed portfolio for clients (See my LinkedIn profile for details), but more importantly, I have the deep desire to make a difference in my client's lives. I am located in New York, NY, and West New York, NJ and serve clients locally, across the country and overseas.
I keep fit by running and practicing Iyengar yoga. I enjoy golf, traveling and good food. I teach a course in Personal Finance at Montclair State University.
NAPFA Start Date
November 16, 2018
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