Prasad Sanket Oak , CFP®

Bio

Prasad (Sanket) has been a dedicated professional in the financial services industry for nearly 20 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. His experience and credentials reflect a long-standing commitment to providing thoughtful, comprehensive financial guidance.

As a CFP®, Prasad specializes in creating tailored financial plans and works closely with clients to develop customized strategies aligned with their life goals. He focuses his practice on multigenerational families, executives, and medical professionals, helping them navigate complex financial decisions with clarity and confidence. His overarching commitment is to promote lasting financial peace of mind for his clients and their loved ones.

Outside of work, Prasad enjoys playing golf, swimming, singing, and playing instruments with his children. He also values spending time outdoors on bike rides with his family and remains actively involved in the Indian community in Charlotte, NC.