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Mini deva panambur profile picture
Sarsi, LLC
New York, NY

Deva Panambur

CFA®, CFP®, MBA
Wealth Adviser solving problems and helping with objectives.
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Meet Deva

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),…

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.

Languages Spoken
Hindi

Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Alternative Investments
Employer Sponsored Retirement Plans

Experience with

Small business owners
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Flat Fee/Retainer

Certifications and licenses

CFA® - Chartered Financial Analyst®
CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
CFA Institute - Chartered Financial Analyst Institute

Education

MBA - Thunderbird School of Global Management
Bachelors
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