Deva Panambur
CFA®, CFP®
Sarsi, LLC
Founder, Financial Advisor
Deva Panambur
CFA®, CFP®
Sarsi, LLC
Founder, Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to solve your financial problems and help you achieve your life goals. - Deva Panambur, CFA®, CFP®
Fee-Only financial planner located in New York, NY, and West New York, NJ serving clients locally, across the country and overseas
Deva Panambur is a New York, NY fee-only financial planner. Sarsi, LLC provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Deva Panambur is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Deva Panambur, CFA®, CFP® is the Founder of Sarsi, LLC located in New York, NY.
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 the deep desire to make a difference in my client's lives and I am available at every point to help them make optimal decisions. 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.
Our clients are busy professionals, business owners, divorcees, retirees and pre-retirees, who look to us to simplify their complex situation. We unravel the complexity and build a financial plan in a reliable manner that allows our clients to focus on the things that are important to them. We put in the effort to educate our clients because we want them to understand what we are doing for them and work with them in a collaborative manner. As a fee-only advisor our interests are aligned with those of our clients and we are a fiduciary to them. We do not sell products, we solve problems.
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 an Adjunct Professor at Montclair State University where 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 and another course that trains future financial planners. I am a member of the National Board of Directors of NAPFA, the National Association of Personal Financial Advisors and a Trustee of the NAPFA Consumer Education Foundation.
I keep fit by running and practicing Iyengar yoga. I enjoy playing golf, traveling to places of historical importance, reading biographies and good food.
Deva Panambur is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Sarsi LLC, an independent, fee only, Registered Investment Advisor offers clients with investment and financial planning services.
“Sarsi” stands for knowledge. We passionately seek knowledge- knowledge about our clients and their requirements, investment products and solutions and also, how we can help our clients learn and understand our process.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Retirement Income Planning
- Risk management and estate planning
Ideal Clients
- Busy professionals and business owners
- Retirees and near retirees
- People in transition
- Sudden Money Situations
- Complex situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Deva Panambur is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Deva Panambur is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Deva Panambur is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Deva Panambur Serves as Treasurer and Secretary for the NAPFA National Board of Directors
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Deva Panambur Serves as a Director on the NAPFA Consumer Education Foundation Board of Trustees
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Deva Panambur is Quoted on TheStreet.com: "Rising Interest Rates & Opportunities for Retirees"
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Deva Panambur is Quoted on Barron's: "Americans Are Saving Too Little for Retirement, No Matter How You Slice It"
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Deva Panambur is Quoted MagnifyMoney by LendingTree: "What is a Cash Management Account?"
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Deva Panambur is Contributes to Yahoo Finance: "How High Earners Can Contribute to a Roth IRA"
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Deva Panambur is Quoted on NJ.com: "My daughter got a scholarship. What happens to her 529 plan?"
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Deva Panambur is Quoted on Kiplinger: "How to Downsize Your RMDs"
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Deva Panambur is Referenced in The Journal of Private Equity's Editor's Letter
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Deva Panambur is a Guest on Money Savage
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Deva Panambur is Interviewed on Top Idea Daily
Contact Deva Panambur
Office Locations:
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420 Lexington Avenue
New York, NY 10170 -
25 Avenue at Port Imperial
West New York, NJ 07093
