Deva Panambur

Biography

Deva Panambur, CFA®, CFP®

I teach a course in Personal Finance, that aims to builds a sound foundation in fiancial literacy to help students succeed and lead a rich life while at school and beyond.The course covers Planning/Budgeting, Investments, Debt Management, Tax Management, Insurance/Risk Management, Retirement Planning and Estate Planning. Apart from classroom and online work, students are required to work on a project which is a case study on a typical family that has objectives that students help achieve.

For the course, I draw on my experience as a financial advisor and owner of Sarsi, LLC an independent, fee-only advisor. (http://www.sarsillc.com) and previous experiences at institutions such as Neuberger Berman, Merrill Lynch and Deutsche bank as detailed in my profile here: https://www.linkedin.com/in/devapanambur/

Research

Comprehensive Financial Planning for individuals. Investment Management and Portfolio Management for individuals, family offices and institutions.