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.

The hidden costs of your 401(k)

Are you a participant in a 401(k) or similar retirement plan? If so, do you know what that plan is costing you? Ron Lieber of the New York Times thinks you don’t, and I think he is right. In a recent article, he says there’s really no way you could know what your plan...

How should I allocate my taxable investments?

Several articles on your site refer to taxable and non-taxable portfolios. I don’t see examples of how to allocate taxable accounts. I have approximately equal amounts in taxable and tax-deferred accounts, and I’m looking for help in allocating the taxable one. I am...

How do I allocate my 529 for two children?

I am saving money for two children who are heading for college. One will start this year, and the other will start in six years. I have saved approximately $20,000. What asset allocations would you recommend in these 529 accounts at Vanguard? First, I have to say your...

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