Ankit Palan CFP®
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.