Deva Panambur's Email & Phone Number

💼 Past Experience

Deva CFP® has over 10 years experience in both the financial planning and investment industry and hasauthored several books and articles on the subject. Deva CFP® has over two decades of experience helping people manage their finances and has developed a recognized brand within this industry. Deva CFP has been working with individual clients to help them create financial plans andolutions to complex problems for over 10 years. Deva CFP is also a presenter at national and international conferences and has led workshops anddemonstrations on financial planning for clients of all ages. Deva CFP is also a business advisor, having 15 years of experience as amanager in the investment industry.

🎓 Education

Deva CFP®, a CFP®, has a background in business and management. She studied at Thunderbird School of Global Management in Mumbai, India, where she was a full-time student and completed her undergraduate work inspanning 4 years. She also completed her post-graduate studying at the Indian Institute of Foreign Trade in Chennai, Tamil Nadu, where she was a full-time student and completed her post-graduate study in spanning 4 years.In her undergraduate studies, Deva CFP® worked as a corporate finance officer with a leading financial institution. She came to know about the need for a credential that would provide her with the skills and experience needed to provide financial planning and investment services. In her post-graduate studies, Deva CFP® worked as a financial planner with a global financial services company. Deva CFP® has the experience and skills necessary to provide the best financial planning and investment services to her clients. Her background in business and management makes her an ideal candidate for a career in the financial planning and investment field. Deva CFP® is confident that her education and experience will provide her with the skills and experience needed to provide high-quality services to her clients.

💡 Technical & Interpersonal Skills

People skills: Deva CFP® is a highly people-friendly individual, who always goes out of his way to help others. This goes for both in their personal lives and at work. For example, when I needed to find a job placement for an individual, Deva CFP® put me in touch with several qualified organizations, without ever asking for anything in return. Furthermore, Deva CFP® is always very willing to learn and grow, which often leads him to be one of the most productive members of a team.Technical skills: Deva CFP® has a passion for technology, and loves the detail that goes into creating effective financial plans. He is an expert at creating spreadsheets and excel spreadsheets, as well as was recently certified in financial planning. interpersonal skills: Deva CFP® is highly communicative and efficient in getting materials to his clients. He is also an excellent listener, able to quickly take in what someone has to say. Finally, Deva CFP® is highly reliable, always putting his clients First.