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Deva Panambur, CFA®, CFP®
I teach a course on Personal Finance, that aims to builds a sound foundation in personal finance to help students succeed and lead a rich life while at school and beyond.The course covers Planning/Budgeting, Investments, Debt Management, Tax Management, Insurance/Risk Management, Retirement Planning and Estate Planning. Apart from classroom and online work, students are required to work on a project which is a case study on a typical family that has objectives that students help achieve.
I also teach a course on Introduction to Financial Planning which is geared towards students interested in pursing a career in Financial Planning. The course serves as a foundation course for individuals seeking to provide personal financial planning services to the public. It provides an overview of the eight principal knowledge topic categories laid out under the CFP Board education requirement: https://www.cfp.net/for-education-partners/registered-programs/registered-program-content
For the course, I draw on my experience as a financial advisor and owner of Sarsi, LLC an independent, fee-only advisor. (http://www.sarsillc.com) and previous experiences at institutions such as Neuberger Berman, Merrill Lynch and Deutsche bank as detailed in my profile here: https://www.linkedin.com/in/devapanambur/
Specialization
Comprehensive Financial Planning for individuals. Investment Management and Portfolio Management for individuals, family offices and institutions. CFA curriculum
Professional Experience
- Managing Director/Owner, Sarsi, LLC (A Registered Investment Advisor) (2010 - Present)
Consulting
- Other, NJ.com. (July 2019 - Present). Answered questions about what to do it your credit report shows a bankruptcy you never filed. https://www.nj.com/advice/2019/07/my-credit-report-shows-a-bankruptcy-i-never-filed-what-do-i-do.html
- Other, Family Offices and Multi Family Offices. (March 2010 - Present). Help family offices and multi family offices as an outsourced CIO. Specialize in alternative investments- selection, due diligence, monitoring and portfolio construction