Paresh Kamdar

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 clients experiences, I can’t imagine having a better place to work with clients to help them achieve their goals.

Thinking ahead to your next move

From time to time, a piece of economic news will surface that leads people to question whether it is really a good time to be invested. The announcement of round 3 of quantitative easing (QE3) was one such news item that worried some of our clients (interestingly...

It’s not what you know, it’s what you do

Behavioral finance is a fascinating field to me. It’s the study of how our emotions and judgment can affect decision making with regard to investments. In the time I have spent advising people on their investments, I have witnessed the power fear and greed can have...

The Folly of Predictions

The authors of “Freakonomics: A Rogue Economist Explores the Hidden Side of Everything” maintain a blog.   University of Chicago economist Steven Levitt and New York Times journalist Stephen J. Dubner use statistics to test many social ideas.   I found their recent...

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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. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.