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Rohan Nayak, CFP®

Bell Investment Advisors, Inc.

1111 Broadway
Ste 1630
Oakland, CA 94607
Phone: (510) 433-1066
Fax: (510) 433-1067

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Investment Management
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Starting a Family
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.