Deva Panambur, CFP<sup>&reg;</sup> - Financial Advisor

Deva Panambur, CFP®

CFA®, EA

Sarsi, LLC

420 Lexington Boulevard, Suite 300
New York, NY 10170
+ 1 More Location

Sarsi, LLC

25 Ave at Port Imperial, #323
West New York, NJ 07093-8306
FINANCIAL ADVISOR'S WEBSITE
(212) 634-4454
+1 More Number
(917) 446-9601
CONNECT WITH Deva
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General

Deva Panambur is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sarsi, LLC in New York, NY and the surrounding communities.

Financial Advisor Overview

I am passionate about using my 20+ year experience in investment management and financial planning to help my clients navigate through life’s transitions. I have a deep desire to make a difference in my client’s lives and I am available at every point to help them make optimal decisions. I put in the effort to educate our clients because I want them to understand what we are doing for them and work with them in a collaborative manner. Having grown up and lived in several countries in the East and the West, I bring the best of both worlds in my relationships with my clients. I keep fit by running and practicing Iyengar yoga. I enjoy playing golf, traveling to places of historical importance, reading biographies and good food.

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Financial Advisor Experience

Prior to founding Sarsi, LLC in 2010, I helped families preserve, protect, and grow their wealth and well-being at Executive Monetary Management, a multi-family office at Neuberger Berman. Previously, I worked for several years in investments and risk management at Merrill Lynch Investment Managers, Chesapeake Capital Corporation and Deutsche Bank Asset Management. Earlier in my career I worked in international project finance for a shipping company in various countries and at a Steel Plant in operations. I have a Bachelor of Technology from the Indian Institute of Technology, India, a Master in International Management from the Indian Institute of Foreign Trade, India, and an MBA from Thunderbird School of Global Management, Glendale, AZ. I have been awarded the Chartered Financial Analyst ® and the Certified Financial Planner ™ designations. I am admitted to practice before the IRS. Apart from being a financial advisor, I teach a course that builds a sound foundation in personal finance to help students succeed and lead a rich life while at school and beyond, at Montclair State University. I was a member of the National Board of Directors of NAPFA, the National Association of Personal Financial Advisors (2021-2024), where I was the Treasurer/Secretary. Currently, I am a member of the Board of Trustees of the NAPFA Foundation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Job Loss, Startup, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources