About
I help families turn goals into a written financial plan: emergency funds, insurance, children’s education and retirement.
Advice is fee-based, so recommendations are not tied to commissions.
Services
Comprehensive financial plan
A written plan covering every family goal.
Retirement review
How much is enough, and how to get there.
Insurance review
Right-size life and health cover.
Experience
- Apr 2016 – Present
Financial Planner
Desai Financial Planning (sample)
Fee-only planning.
- Jun 2010 – Mar 2016
Relationship Manager
Private bank (sample)
Wealth management.
Certifications
- Jan 2015
Certified Financial Planner (sample)
Planning standards body (sample)
Contact
Frequently asked questions
Do you sell products?
No. Planning is fee-based, so advice is independent.