Wealth Advisor, CFP®
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.
His interests include skiing, climbing and backpacking with his wife, Sibylle.
I came to Merriman because I believe in what the company stands for in the industry. Paul Merriman, the founder, built a firm on understanding what really matters when you work with investments. When you add to that the dedication everyone at Merriman brings to creating amazing client experiences, I can’t imagine having a better place to work with clients to help them achieve their goals.
Inflation Is Rising – Should I Be Worried?
Inflation is rising—should I be worried? What can I do to protect my wealth against inflation if it continues rising?
What is The Best Strategy for My Investments During These Unpredictable Times?
With 2020 being so unpredictable, and the markets and economy seemingly decoupled, what’s the best strategy for my portfolio?
Employee Spotlight | Paresh Kamdar
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!