Ankit Palan

Financial Advisor

Email Ankit

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Originally from India, Ankit has been a financial advisor since 2015. He specializes in working with families on their retirement planning, kids’ college education, investments and tax savings. Ankit believes in a proactive approach to financial planning, pursuing ways to maximize savings while minimizing risk and taxes along the way.

 

Ankit was raised culturally in a traditional family, so his service model is reflective of such, where he strives to maintain a family-style relationship with each of his clients while he works with them on achieving their goals.

 

In his free time, Ankit likes to play basketball, read and travel. He graduated with a Bachelor’s of Science degree in Finance and a Minor in Economics from the University of Oregon.

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Accounting Services 

503-233-1133

clients@crossfinancialaccounting.com

 

Wealth Management

503-430-0563

crossfinancial@lpl.com

 

East Side: 

1500 NE Irving Street, Suite 440 Portland, OR  97232

 

West Side: 

16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Professionals associated with Cross Financial Management, LLC. doing business as Cross Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Cross Financial Advisors, a registered investment advisor; or (2) solely tax professionals of BGO CPAs and not affiliated with LPL Financial. CPA related services offered through BGO CPAs, DBA Cross Financial Accounting or DBA Cross Financial. BGO CPAs, Cross Financial Advisors, Cross Financial Accounting and Cross Financial Management are separate entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or CPA related services.