View Profile Page
Deva Panambur
Adjunct, Accounting and Finance, Feliciano School of Business
- Email:
- panamburd@montclair.edu
- vCard:
- Download vCard
Profile
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/
Specialization
Comprehensive Financial Planning for individuals. Investment Management and Portfolio Management for individuals, family offices and institutions.
Professional Experience
- Managing Director/Owner, Sarsi, LLC (A Registered Investment Advisor) (2010 - Present)
Consulting
- Other, Family Offices and Multi Family Offices. (March 2010 - Present). Help family offices and multi family offices as an outsourced CIO. Specialize in alternative investments- selection, due diligence, monitoring and portfolio construction
- Other, NJ.com. (July 2019 - Present). Answered questions about what to do it your credit report shows a bankruptcy you never filed. https://www.nj.com/advice/2019/07/my-credit-report-shows-a-bankruptcy-i-never-filed-what-do-i-do.html