Prasad Oak , CFP®

Bio

Prasad has been a dedicated professional in the financial services industry for over 15 years, most recently joining the Procyon team in 2025.  He earned his Bachelor of Science in Finance from the University of Connecticut in 2008 and furthered his expertise by obtaining the Certified Financial Planner (CFP®) designation in 2019.

As a CFP®, Prasad is adept at creating tailored financial plans and works closely with clients to develop customized strategies that align with their life goals. His commitment is to promote financial peace of mind for his clients and their loved ones.

In his spare time, Prasad enjoys playing golf with friends and going on bicycle rides with his family.