NEIL JESANI, CFP®
Neil Jesani is dedicated to providing strategic tax and holistic financial solutions that empower businesses and individuals to achieve lasting success. He is equally passionate about nurturing and empowering his team to deliver best-in-class service to every client.
About Neil
Neil Jesani’s Legacy of Success
Neil Jesani is an accomplished executive, top tax strategist and a business builder. Neil has successfully built a couple of businesses and coached many founders. Neil is most influenced by Jim Rohn’s quote, “The challenge of leadership is to be strong, but not rude; be kind, but not weak; be bold but not bully; be thoughtful, but not lazy; be humble, but not timid; be proud, but not arrogant; have humor, but without folly.”
Neil believes in high-tech, high-touch approach by investing in latest technology and surrounding the smartest people around him. Neil began his career as a commodities trader focusing on precious metals in Dubai after earning his master’s in finance in Gujarat, India. He moved to Citibank Dubai as a private banker before immigrating to the United States.
Driven by the values of generosity, pluralism, intellectual reasoning, meritocracy, and forgiveness, Neil strives to make a meaningful difference in the lives of others. Neil sincerely appreciate Eli Broad—the billionaire entrepreneur and prominent philanthropist who founded two Fortune 500 companies— for inspiring him to start donating early and convincing him that he doesn’t have to be rich to do so.
Neil has been married for over 29 years and has two children; he considers his family to be his greatest achievement.
a sophisticated suite of services to elite clientele nationwide
For 25 years, Neil Jesani has spearheaded a team dedicated to helping successful individuals and businesses across the nation achieve substantial tax reductions, increased business profits, and solid financial plans.
It doesn’t matter how many times Neil has been featured in The Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk, and Fox Business, or how many medical and non-medical national and regional conferences he has spoken at, or that he is the author of the best-selling book “Win the War for Money and Success.”
All that matters to him is that his team of in-house seasoned professionals can help you reduce your tax burden, increase your business or practice’s efficiency, achieve your desired retirement income and ideal lifestyle, and create the legacy you want to leave for your family and charity.
Win the war of money & success
ABOUT NEIL JESANI'S BOOK
