OakTree Financial Planning provides financial planning and portfolio management for engineers and technology professionals. Our clients have worked at high-tech companies such as Amazon, Google, Hewlett-Packard, Schneider Electric, Agilent Technologies, Keysight Technologies, and Alcatel-Lucent. While most of our clients are located in Fort Collins and Loveland, Colorado, we work with clients nationwide.

Sunit Bhalla, CFP® is the principal at OakTree Financial Planning, a fee-only financial planning firm based in Fort Collins, Colorado. Sunit spent eighteen years working as an R&D project manager and software developer at Hewlett-Packard and Agilent Technologies prior to founding OakTree Financial Planning. Sunit is a Certified Financial Planner™ and received a Master of Science in Personal Financial Planning from the College for Financial Planning.

Sunit served on the national Board of Directors of NAPFA, an organization of fee-only, fiduciary financial planners, for three years.  He also served on NAPFA’s Leadership Development Committee for five years. Sunit previously was on NAPFA’s Education committee, and he led the Northern Colorado NAPFA Study Group from 2010 to 2018.

Sunit has spoken at national financial planning conferences more than ten times and has been widely quoted in the press, including in the Wall Street Journal, Reuters, Kiplinger's, and Morningstar Advisor. Visit our Presentations  and  Press pages on our website for more details.

Sunit enjoys spending time with his wife, Janea, and their three kids—Brady (18), Kaitlyn (17), and Tyson (15). Sunit and Janea are avid runners and have run the Colorado Marathon three times.

More information about Sunit Bhalla can be found on the OakTree Financial Planning website.

Serving Technology Professionals who want Comprehensive and Unbiased Advice

We specialize in building long-term relationships with our clients, and we work with clients only if we are the right financial planner for them. 

We may be right for you if

• You work, or have worked, in the technology industry.
• You would value a financial plan that includes retirement planning, investments, insurance, estate planning, and taxes.
• You would value having your portfolio professionally managed because you do not have the time or interest to manage it yourself.
• You are open to a long-term partnership with a financial planner. While you would be free to end our working relationship at any time, we prefer partnering with our clients for many years to help them manage their evolving financial circumstances.
• You have high integrity, communicate well, and are fun to work with.
• You have over $2,000,000 of investment assets (not including your home). While we do not have any hard asset minimums, we believe our services and fees are more appropriate for those who are above this asset level.
• You prefer a professional, yet relaxed, setting.