What is Cfp Rohan Nayak email address?

Cfp Rohan Nayak's primary email address is ******@onecapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Rohan Nayak work for?

Cfp Rohan Nayak is a Executive Director | Wealth Management at One Capital Management, LLC, a company specializing in Security brokers & dealers.

Where Cfp Rohan Nayak graduated from?

Cfp Rohan Nayak holds a degree in Personal Financial Planning from University of California Santa Cruz.

How can I directly contact Cfp Rohan Nayak?

To contact Cfp Rohan Nayak directly, you can use the email address ******@onecapital.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Rohan Nayak?

Rohan Nayak is a dedicated Certified Financial Planner based in Pleasanton, California, with a rich background in wealth management and financial planning. With a career spanning over a decade, he has honed his expertise in estate planning, investment management, and strategic financial planning. His personal journey into finance was inspired by the loss of his father, which ignited a passion for helping families navigate financial complexities and avoid stress. As the Executive Director of Wealth Management at FundX Investment Group, Rohan leads a team that assists high-net-worth families in achieving their financial goals. He is particularly skilled in creating tailored financial strategies that optimize tax efficiency and ensure long-term stability. Outside of work, Rohan enjoys spending quality time with his family, cooking, and following sports. His commitment to financial literacy and planning is evident in his approach to client relationships, where he emphasizes the importance of understanding money management at every life stage.