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Ankit Palan CFP®

Financial Advisor

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Ankit started his practice in 2015 and became one of the youngest Certified Financial Planners in the country. He helps Families, Retirees & Business owners make smarter decisions with their savings throughout the West Coast. Here are some services that he specializes in:

•    Reviewing options on how to reduce your Tax Bill
•    Getting the most out of your Employee Benefits
•    Planning for your Retirement 
•    Managing your Wealth with your best interests in mind 
•    Risk Mitigation: helping you and your loved ones get taken care of in case the               unexpected occurs
•    And a whole lot more!

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 work out, run & travel. During the summer he also enjoys hiking in the Northwest. Ankit is open to and loves trying new restaurants, and he is part of Yelp Elite. Portland has a lot of offer so he is always happy and willing to provide recommendations to dining. 

Ankit graduated with a Bachelor’s of Science degree in Finance and a Minor in Economics from the University of Oregon.

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Cross Financial Advisors, Cross Financial Management, or LPL. 

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

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