About Neil

Neil Jesani's Legacy of Success

Neil Jesani, CFP®, M.Acc · President & CEO

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 a high-tech, high-touch approach by investing in latest technology and surrounding himself with the smartest people. 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 appreciates 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.

Neil Jesani Advisors · Leadership

Recognized & Featured

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.

Neil has been featured in numerous media outlets including The Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Bloomberg, Treasury & Risk, and Fox Business. He has also been a featured speaker at multiple industry conferences and 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.

Meet Our Team

On Camera

A familiar voice across national media.

Selected appearances and on-camera features where Neil shares the firm's perspective on tax strategy and wealth preservation.

National broadcast

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Best-selling

Win the War for Money & Success

About Neil Jesani's Book.

“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.”

Ali Velshi

MSNBC Anchor & Business Correspondent for NBC News & MSNBC. Award-winning journalist; author of Gimme My Money Back.

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