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Sunit Bhalla, CFP®


OakTree Financial Planning, LLC

155 Boardwalk Dr Ste 300
Fort Collins, CO 80525-3040
View on Map (970) 988-2044

OakTree Financial Planning provides financial planning and portfolio management for engineers and technology professionals. Our clients work at Amazon, Google, Hewlett-Packard, Schneider Electric, Alcatel-Lucent, and other high-tech companies. While most of our clients are located in Fort Collins and Loveland, Colorado, we work with clients nationwide.

Year CFP® Certification Received: 2011
CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Compensation Method: Fee Only
Minimum Investable Assets: $1,000,000
Languages: English
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning

Typical Client Profile

Average Net Worth: $1,000,001 - $5,000,000
Average Income: None Provided
Average Age: None Provided
Profession: None Provided

CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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