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® received a Master of Science in Personal Financial Planning from the College for Financial Planning, and he is actively involved in the financial planning community. Sunit has given presentations at several national financial planning conferences, and he has participated on panels and webcasts. He has been widely quoted in the press, including the Wall Street Journal and Morningstar Advisor. Sunit is the Northern Colorado NAPFA Study Group leader.

Sunit spent eighteen years working at Hewlett Packard and Agilent Technologies as a software manager and developer before founding OakTree Financial Planning. Sunit and his wife love traveling and they have run several marathons. Sunit loves spending time with his three kids (Brady, Kaitlyn, and Tyson) and enjoys volunteering in their school.

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