Deva  Panambur,  CFP<sup>&reg;</sup> - Financial Advisor

Deva Panambur, CFP®

CFA®

Sarsi, LLC

420 Lexington Boulevard, Suite 300
New York, NY 10170

Sarsi, LLC

25 Ave at Port Imperial, #323
West New York, NJ 07093-8306
FINANCIAL ADVISOR'S WEBSITE
(212) 634-4454
(917) 446-9601
CONNECT WITH Deva
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General

Deva Panambur is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sarsi, LLC in New York, NY and the surrounding communities.

Financial Advisor Overview

I am passionate about using my deep experience in financial planning and investment management to help busy professional, business owners and retirees solve their financial and investment problems. I am available at every point to help clients make optimal decisions by unraveling complex situations. I have several technical qualifications and many years of experience, but more importantly, I have the deep desire to make a difference in my client's lives. I am located in New York, NY, and West New York, NJ and serve clients locally, across the country and overseas. I keep fit by running and practicing Iyengar yoga. I enjoy golf, traveling and good food. I teach a course in Personal Finance at Montclair State University. 

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Financial Advisor Experience

Prior to founding Sarsi, LLC in 2010, Deva was at Executive Monetary Management (EMM), a wealth advisor that was a part of Neuberger Berman, before being spun off into an independent firm in 2009. At EMM, he helped affluent families preserve, protect and grow their wealth and well-being. He led manager selection and due diligence and had joint responsibility for economic analysis, strategy analysis, portfolio management and risk management. Prior to joining EMM, he was a portfolio manager at the alternative strategies group of Merrill Lynch; a research analyst at Chesapeake Capital Corporation; and a risk and business analyst at Deutsche Bank Asset Management where he supported various investment groups. Earlier in his career he worked at International Seaports Pte. Ltd. in international project finance for the shipping industry and at a Steel Plant in operations. Deva earned a Bachelor of Technology from the Indian Institute of Technology, India, a Master in International Management from the Indian Institute of Foreign Trade, India, and an MBA from Thunderbird School of Global Management, Glendale, AZ. He has been awarded the Chartered Financial Analyst and the Certified Financial Planner designations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Job Loss, Startup, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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