Paresh is a CERTIFIED FINANCIAL PLANNER™ professional and holds a bachelor’s degree in finance from Indiana University. He joined our firm after being a financial consultant with Charles Schwab for six years. Prior to that, he was a stockbroker for six years with Olde, now part of H&R Block Financial Advisors.
Paresh contributes articles to our educational web site, FundAdvice.com.
His interests include skiing, climbing and backpacking with his wife, Sibylle.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Email: paresh@merriman.com
Content by Paresh:
- It’s not what you know, it’s what you do posted on Apr 2012
- The Folly of Predictions posted on Oct 2011
- The hidden costs of your 401(k) posted on Jul 2011
- How should I allocate my taxable investments? posted on Jun 2010
- How do I allocate my 529 for two children? posted on May 2010
Rest of the team
Read about...
Our resources
