David Barela, CPA

David Barela, CPA began his career working for PricewaterhouseCoopers in Dallas, Texas and currently serves as Senior Manager of Tax & CFO Services at Neil Jesani Advisors, Inc., a boutique financial consulting firm based in Sunrise, Florida. He has extensive experience in tax law, accounting, and strategic financial consulting. In this role, David focuses on providing advanced tax strategies and comprehensive CFO services to high-income individuals and successful business owners across various industries.

In addition to financial planning experience, David’s professional background has focused primarily on Mergers & Acquisitions. He is licensed by the State of Texas and operates out of Miami, Florida. His dual expertise in tax law and finance enables him to navigate complex tax and financial structures to deliver strategic solutions that align with clients’ unique financial goals.

At Neil Jesani Advisors, David is part of a multidisciplinary team comprising CPAs, tax attorneys, IRS Enrolled Agents, and Certified Financial Planners. Together, they offer a collaborative approach to financial planning, ensuring clients receive personalized strategies tailored to their specific needs.

David’s commitment to excellence and client-centric approach has established him as a trusted advisor in the financial industry. His work focuses on proactive, year-round planning and personalized strategies designed to minimize tax liabilities and enhance financial outcomes.