Profil
Mr. Rohan Nayak is a Principal at Bell Investment Advisors, Inc. He joined the firm in 2010.
He works with the Financial Planning department helping investment advisors and financial planners develop a variety of financial plans for clients.
These include retirement, education, insurance, and estate plans.
With the help of financial planning software, he evaluates simulations and scenarios that provide a stress-tested, transparent path towards clients’ financial goals.
He also assists in trading and other client services as needed.
Anciens postes connus de Rohan Nayak
| Sociétés | Poste | Fin |
|---|---|---|
Bell Investment Advisors, Inc.
 Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Corporate Officer/Principal | - |
Formation de Rohan Nayak
| University of California, Santa Barbara | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Finance |
