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 Living with Purpose.

I believe that ‘Wealth’ is not a material thing to be chased but a complex concept to be understood; a potent resource to be nurtured and managed. Financial success is not an end, but a means to an end—the ability to live life with purpose and meaning.

I work with my clients to develop financial plans that align with their own values, whether it’s funding kids’ education, pursuing a passion or supporting a favorite charity. My clients understand that building long-term wealth is a journey to create a life with purpose rather than merely chasing materialistic wishes or high investment returns without knowing why.

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.