Profilo
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.
Precedenti posizioni note di Rohan Nayak
| Società | Posizione | Fine |
|---|---|---|
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 | - |
Formazione di Rohan Nayak
| University of California, Santa Barbara | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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- Rohan Nayak
