Deva Panambur, CFA®, CFP®, EA
CFO to Families Simplifying Complexity and Creating Financial Plans Reliably.
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Serving Clients Nationwide
CFO to Families Simplifying Complexity and Creating Financial Plans Reliably.
Areas of Focus
- Business Owners
- Compensation Planning
- Divorce Financial Planning
- Equity Compensation Options
- Estate Planning
- Financial Planning
- Investment Management
- Retirement Income Planning
- Social Security Optimization
- Tax-Efficient Planning
About Deva Panambur, CFA®, CFP®, EA
Hi, I'm Deva Panambur. I am passionate about using my 20+ year experience in investment management and financial planning to help my clients navigate through life’s transitions.I have a deep desire to make a difference in my client’s lives and I am available at every point to help them make optimal decisions. I put in the effort to educate our clients because I want them to understand what we are doing for them and work with them in a collaborative manner. Having grown up and lived in several countries in the East and the West, I bring the best of both worlds in my relationships with my clients.
Prior to founding Sarsi, LLC in 2010, I helped families preserve, protect, and grow their wealth and well-being at Executive Monetary Management, a multi-family office at Neuberger Berman. Previously, I worked for several years in investments and risk management at Merrill Lynch Investment Managers, Chesapeake Capital Corporation and Deutsche Bank Asset Management. Earlier in my career I worked in international project finance for a shipping company in various countries and at a Steel Plant in operations.
I have a Bachelor of Technology from the Indian Institute of Technology, India, a Master in International Management from the Indian Institute of Foreign Trade, India, and an MBA from Thunderbird School of Global Management, Glendale, AZ. I have been awarded the Chartered Financial Analyst ® and the Certified Financial Planner ™ designations. I am admitted to practice before the IRS.
Apart from being a financial advisor, I teach a course that builds a sound foundation in personal finance to help students succeed and lead a rich life while at school and beyond, at Montclair State University. I was a member of the National Board of Directors of NAPFA, the National Association of Personal Financial Advisors (2021-2024), where I was the Treasurer/Secretary. Currently, I am a member of the Board of Trustees of the NAPFA Foundation.
I keep fit by running and practicing Iyengar yoga. I enjoy playing golf, traveling to places of historical importance, reading biographies and good food.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
- Enrolled Agent (EA)
Affiliations
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
420 Lexington Ave, #300, New York, NY 10170
Additional Locations
📍 25 Ave at Port Imperial, #323, West New York, NJ 07093
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. During our first meeting, I will listen patiently to understand your current situation, concerns, goals and objectives and work with you to create a comprehensive plan. I put in the effort to educate our clients because I want them to understand what we are doing for them and work with them in a collaborative manner.Offers Investment Management
Yes
About Sarsi, LLC
Sarsi is a Fee-Only Financial Advisor based in West New York, NJ and New York City with clients all over the country and abroad.As a fiduciary, we solve problems through a partnership. We help professionals optimize complex compensation, business owners integrate their equity, and retirees create reliable income streams. As your Personal CFO, we explore every possibility to coordinate your life transitions into one cohesive plan.
Our comprehensive services are structured to help clients achieve their objectives and financial independence, including investment management, cash flow and debt optimization, risk management/insurance, asset protection, retirement planning, social security maximization, estate planning, non-cash compensation analysis and tax planning.
Our Approach to Complex Wealth
At Sarsi, LLC, we specialize in tax-efficient wealth management and fiduciary financial planning for high-income professionals and families navigating major transitions. We provide integrated investment strategy and professional planning to solve complexities ranging from equity compensation (RSUs/Stock Options) and business retirement plans to estate asset protection and social security optimization.
Education
Thunderbird School of Global Management, MBA, Finance | Indian Institute of Foreign Trade, Master in International Management | Indian Institute of Technology, Bachelor of Technology
Hobbies and Interests
- Family
- Golf
- Reading
- Running
- Traveling
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Individuals
- Physicians
- Private Foundations & Organizations
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