Sunit Bhalla, CFP®

About Sunit Bhalla, Certified Financial Planner™

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 has presented to other financial advisors at national conferences and has been widely quoted in the press, including in the Wall Street Journal, Reuters, Kiplinger's, and Morningstar Advisor.

Sunit enjoys spending time with his wife, Janea, and their three kids—Brady (14), Kaitlyn (13), and Tyson (11). Sunit and Janea are avid runners and have run the Colorado Marathon three times.

Making An Impact

Sunit loves being a personal financial planner because it allows him to make a meaningful impact on his clients’ lives. He also has a passion to make an impact on the financial planning industry and on Northern Colorado. 

Sunit gives back to the financial planning community by serving on the national Board of Directors of NAPFA (National Association of Personal Financial Advisors), an organization of fee-only, fiduciary financial planners. He is currently serving on NAPFA’s Leadership Development Committee for the fourth year. Sunit previously was on NAPFA’s Education committee, and he led the Northern Colorado NAPFA Study Group from 2010 to 2018.

Sunit has presented at national financial planning conferences more than ten times.

More locally, Sunit volunteered more than 400 hours at McGraw Elementary when his kids attended school there. In 2016, Sunit gave a talk about giving to others at a Bohemian Foundation event.

OakTree Financial Planning proudly supports the Food Bank for Larimer County in its continued efforts to help those who are in difficult circumstances.