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 (12), and Tyson (10). 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 of making an impact on the financial planning industry and on Northern Colorado. 

Sunit gives back to the financial planning community by making presentations at financial planning conferences and serving as the Northern Colorado NAPFA (National Association of Personal Financial Advisors) Study Group leader. He often advises financial planners who are getting started in business, wanting to run their financial planning practice on Apple products, or are working to create an efficient and scalable practice. 

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