OakTree Financial Planning, LLC

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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
  • Millennials
  • Retirement Planning & Distribution Rules

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. He is also serving on NAPFA’s Leadership Development Committee for the fourth year. Sunit previously was on NAPFA’s Education committee, and he led the Northern Colorado NAPFA Study Group from 2010 to 2018.

Sunit has spoken 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 (14), Kaitlyn (13), and Tyson (11). Sunit and Janea are avid runners and have run the Colorado Marathon three times.

NAPFA Start Date

July 07, 2008

Industry Start Date

September 01, 2008

OakTree Financial Planning, LLC

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This Office

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