ABOUT NEIL JESANI, CFP®

Neil Jesani is dedicated to providing strategic tax and holistic financial solutions that empower businesses and individuals to achieve lasting success.

About Neil

Neil Jesani’s Legacy of Success

Neil has been featured in the Wall Street Journal, CNN, Forbes, Inc. Magazine, CBS, NBC, Treasury and Risk, and Fox Business, spoken at many medical and non-medical regional and national conferences, and has authored the best-selling book “Win the War for Money and Success.”

All that ultimately matters to Neil, however, is that his team of in-house trusted tax consultants help you reduce your tax burden, increase your business or practice’s efficiency, achieve your desired retirement income and lifestyle, and establish the legacy that you want to leave for your family and charitable contributions.

a sophisticated suite of services to elite clientele nationwide

For 24 years, Neil Jesani has spearheaded a team dedicated to helping successful individuals 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

"Most people don't understand how to use money. Don't be one of them."

"Reminiscent of "Rich Dad, Poor Dad", Jesani's book uses facts, figures and graphs to illustrate real options for investors. Jesani breaks down a wide variety of financial structures and institutions to not only explain their history and use, but provide a basis for readers to create their own strategy for financial security."

"A practical, readable and a straight forward personal finance self-help book, Neil has done a superb job of detailing real strategies that can be implemented immediately. Win the War for Money & Success is a must read for high tax paying individuals and successful entrepreneurs."

"Win the War for Money & Success reveals the strategies for people who end up paying a higher percentage of their income in taxes. A must read!"

"Understanding money, taxes and investments is very important, especially when you are fortunate enough to have accumulated some wealth. Neil has done a great job explaining these concepts and laying down proven tax-reduction and wealth-building strategies in Win the War for Money & Success."

"Most people don't understand how to use money. Don't be one of them."

Schedule a Free Consultation and Uncover Benefits

At Neil Jesani Advisor, we focus on delivering tailored tax solutions with a strong emphasis on industry-specific expertise. By building lasting, trust-based relationships with our clients, we are able to quickly address the unique challenges and priorities that matter most to you.

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