Neil Jesani, Cfp® Email and Phone Number
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Neil Jesani, Cfp® phone numbers
We are an in-house group of tax, accounting, and financial experts with CPA, EA, Tax Attorney, or CFP designations. We are specially trained and experienced to help high-income individuals and very successful business owners and professional firms. We ONLY provide our services to individuals and businesses where we can create lots of value and make a maximum impact on their taxes, finances, business, life, and legacy. Our clients are exceptionally intelligent, highly educated, and well-researched. They prefer to work with an in-house team of deeply knowledgeable tax, accounting, and financial experts, rather than a CPA or accountant who single-handedly prepares hundreds of tax returns for a wide range of clients. Due to their professional success and substantial income, our clients recognize the value of EXCEPTIONAL advice rooted in thorough research of tax regulations, court cases, and legal precedents, rather than relying on the average opinions of MEDIOCORE tax prepares.Over the past 23 years, Neil Jesani, along with his team, has been the driving force behind aiding countless successful individuals nationwide in significantly lowering their taxes, enhancing business profitability, and crafting robust financial strategies for both individuals and businesses.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.Most of our clients make more than $2 million and have $10 Million plus net-worth but if you are making at least $1 Million a year from your W-2 salary, business, practice, investment or from any sources and looking for a sizable tax reduction and CFO services by the in-house team of experts, then book a call nowSchedule a Free 30 Minute Strategy call at - https://calendly.com/jesani-advisors/tax-reduction-appointment-with-neil-jesaniYou will be speaking with either Rich Hofmann, CPA, JD or T.L. Turnipseed, JD, LLM or Neil Jesani, CFP or Leslie Borgia, JD or Mindy Huffman, CPA.
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President And CeoNeil Jesani Advisors, Inc.Florida, United States
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PresidentNeil Jesani Wealth Management, Llc Apr 2022 - PresentSunrise, Florida, UsWe've designed a unique investment approach: the 3-Dimension Universal Asset Allocation Strategy, born from extensive industry research and years of investing experience. This strategy goes beyond merely keeping pace with the indices and aims to consistently outperform them by leveraging three key dimensions.The First Dimension: Traditional Asset Allocation: Instead of the traditional equity-bond mix, we incorporate various low-correlation asset classes. These alternative investment options address the limitations of standard asset allocation, with specific assets and their weightings tailored to your risk profile.The Second Dimension: The Principles of Money & Investment: We implement five often-overlooked investment principles: The Velocity of Money, Arbitrage, Strategy Correlation, Margin of Safety, and Leverage Volatility. These principles strengthen your investment journey.The Third Dimension: External Portfolio Factors: We acknowledge and manage three significant external influences - Market Timing, Expense Management, and Strategic Tax Considerations - that can significantly impact an investor's lifetime returns.Our strategies are most effective for portfolios valued at $5 million and above, though portfolios ranging from $1 million to $5 million can still significantly benefit over the longer term.As a fiduciary and registered investment advisory firm, we prioritize protecting and promoting our clients' best interests. You can learn more at www.NeilJesaniWealth.com -
PresidentNeil Jesani Advisors, Inc. 2019 - PresentSunrise, Florida, UsWe are an in-house group of tax, accounting and financial experts with a CPA, EA, Tax Attorney or CFP designations. We are specially trained and experienced to help high-income individuals and a very successful business/professional firm owners. We ONLY provide our services to individuals and businesses where we can create lots of values and make a maximum impact on their taxes, finance, business, life, and legacy. We build capacity first before we take additional clients to provide the WOW service and build life-long relationship with our clients.Our clients are extremely smart, highly educated and well researched. They prefer to deal with an in-house team of highly knowledgeable tax, accounting, and financial professionals rather than solo CPA or Accountant who focuses on preparing hundreds of tax returns single handedly for any & everybody and/or on book-keeping. Our clients, being very successful professionally and highly paid, understand the value of GREAT advice that is backed by solid research of tax codes and court cases rather than some MEDIOCRE tax person's opinion. They also understand, generally you get what you pay for and the great advice and service from an expert team of professionals warrants reasonable fees. -
FounderBeamalife Corporation 2008 - Present
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Executive AdvisorPineapplehr Apr 2014 - Jan 2019I co-founded PineappleHR in 2014. PineappleHR is an enterprise-grade HRIS software solution for governments, hospitals, and Mid-sized Businesses and sold it in middle of 2018.
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Executive AdvisorAmerican Tech Pros, Inc. 2016 - Sep 2018I built boutique cybersecurity delivery firm and sold it in middle of 2018.
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Managing DirectorCowan Group 2000 - 2007
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Senior Private BankerCiti 1997 - 2000New York, New York, Us
Neil Jesani, Cfp® Skills
Neil Jesani, Cfp® Education Details
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The American College Of Financial ServicesCertified Financial Planner
Frequently Asked Questions about Neil Jesani, Cfp®
What company does Neil Jesani, Cfp® work for?
Neil Jesani, Cfp® works for Neil Jesani Advisors, Inc.
What is Neil Jesani, Cfp®'s role at the current company?
Neil Jesani, Cfp®'s current role is President and CEO.
What is Neil Jesani, Cfp®'s email address?
Neil Jesani, Cfp®'s email address is ne****@****ani.com
What is Neil Jesani, Cfp®'s direct phone number?
Neil Jesani, Cfp®'s direct phone number is +173246*****
What schools did Neil Jesani, Cfp® attend?
Neil Jesani, Cfp® attended The American College Of Financial Services.
What are some of Neil Jesani, Cfp®'s interests?
Neil Jesani, Cfp® has interest in Hr And Compliance, Economic Empowerment, Talent Acquisition And Development, Employee And Executive Benefits Strategy, Investment Return Analysis, Reading, Poverty Alleviation, Income And Estate Tax Strategies, Disaster And Humanitarian Relief, Tennis.
What skills is Neil Jesani, Cfp® known for?
Neil Jesani, Cfp® has skills like Alternative Investments, Estate Planning, Financial Advisory, Leadership, Banking, Income Tax, Wealth Preservation Planning, Pension Planning, Corporate Finance, Hr Software, Tax Planning, Corporate Tax Planning.
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