Amol Desai (CFA, CFP®, MBA)

Amol Desai focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Novice Investors

Planning Specialties

Comprehensive financial planning, Investment Planning & Management, Cash-flow and debt analysis, Education Planning, Tax Planning, Risk management & Insurance planning, Retirement Planning Estate Planning. We work with Mid-career professionals as well as people who are the first-generation in the USA

Additional Information

In addition to being Fee-only, Independent and Fiduciary advisors, our advice is always guided by our values: Service, Diligence, Humility, Learning, and Enabling purposeful life > Chasing Investment returns in greed. Apart from helping my clients organize their finances and build them long-term wealth, I am passionate about music - especially Indian Classical Music. Even though I am not an artist myself, I do follow and listen to music very intently and always look to improve my understanding of it. This has taught me the importance of nurturing some passion/hobby outside of my professional life and how it can help in living a happy life with intent. In addition, it enables us to naturally relate to our clients who have passions besides their regular work life and are keen to pursue those. We enjoy working with such clients and helping them pursue their dream without having to worry about their finances.

NAPFA Start Date

October 11, 2019

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This Office

5444 Westheimer, Suite 1000 Houston, TX 77056 Phone: +1 (713) 575-2712