Rohan  Nayak,  CFP<sup>&reg;</sup> - Financial Advisor

Rohan Nayak, CFP®

Financial Planner/Investment Advisor

FundX Investment Group

101 Montgomery St, Suite 2400
San Francisco, CA 94104
FINANCIAL ADVISOR'S WEBSITE
(415) 248-8369

General

Rohan Nayak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at FundX Investment Group in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

Explore more at https://fundx.com/financial-planning Our Financial planning includes ? Retirement planning ? Education funding ? Cash flow management ? Risk management ? Estate planning ? Debt management ? Investment management ? Income tax planning

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Financial Advisor Experience

? Retirement planning ? Education funding ? Cash flow management ? Risk management ? Estate planning ? Debt management ? Investment management ? Income tax planning

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources