Prasad Oak CFP®
Wealth Advisor
Prasad has been in the financial services industry for over 15 years. He earned a BS in Finance from the University of Connecticut in 2008. He continued his studies by earning the Certified Financial Planner (CFP®) designation in 2019.
As a CFP®, Prasad is well-versed in tailored financial planning and collaborates with clients to develop customized strategies to meet their life goals. He strives to promote financial peace of mind for his clients and their loved ones.
In his spare time, Prasad can be found enjoying a round of golf with friends or an occasional bicycle ride with his wife and son.