In the Press

Sunit Bhalla, CFP® has been widely quoted in the press. He has been mentioned in the Wall Street Journal six times, including articles on using diversified portfolios to protect clients during a market downturn, creating a low-cost portfolio, and OakTree Financial Planning's strategy for researching mutual funds.

Sunit has been profiled, quoted, or mentioned in the following publications:

Selected Articles

Below are a few articles in which Sunit Bhalla, CFP® was profiled or quoted.

• NAPFA Advisor Magazine (2017): OakTree Financial Planning Business Profile

• Wall Street Journal (2014): "Actively Managed or Index Funds? Why Not Both?"

• Wall Street Journal (2012): "Technology Helps Serve Long-Distance Clients"

• Wall Street Journal (2011): "When Funds Turn Cold, Do You Sell?"

• NAPFA Advisor Magazine (2011): "Designing a More Efficient Practice"

• RIABiz (2011): OakTree Financial Planning Technology Profile