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Ankit Palan

Financial Advisor

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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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