Sunit Bhalla, CFP
OakTree Financial Planning, LLC
Certified Financial Planner in Fort Collins, CO
Address:155 Boardwalk Dr Ste 300
Fort Collins, CO 80525
About Sunit Bhalla
Sunit Bhalla is a financial professional at OakTree Financial Planning, LLC located in Fort Collins, Colorado. Sunit Bhalla holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Sunit Bhalla provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Sunit Bhalla155 Boardwalk Dr Ste 300
Fort Collins, CO 80525
Phone Number:
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Website:
http://www.OakTreeFP.com
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