Nimish Desai Email & Phone Number | True independence, unbiased objectivity and integrity are important for a Wealth Manager to provide the best service to their clients. Avoiding conflicts of interest, transparency on fees, lower expenses and minimized risks are key to having a strong relationship with clients. Most of my clients have personally known me for over 10 years, and they know that they get all of this plus 25 years of my professional experience, MBA and Certified Financial Planner designation. My clients are corporate executives, professionals and small business owners. My services include comprehensive financial planning encompassing investment management, education planning, tax & estate planning, charitable giving as well as life and disability insurance. The CFP designation requires me to put myself in the shoes of my clients and recommend the most cost effective solution – even if it means forgoing compensation. This is a much higher bar than the current ‘suitability’ standard used by the industry, and allows me to provide for the best interests of my clients. A large number of my clients are over 50 years old and have spent their lives working hard to build a nest-egg for their families and their retirement. My advice to them is based on prudence and risk management, with a focus on preserving their assets and minimizing the ‘downside’ risk in their portfolios. I also review the adequacy of their insurances to make sure that their life savings are not at risk from unforeseen events. To obtain the Certified Financial Planner designation, it took two years of course-work in investments, insurance, taxes, estate planning and retirement planning followed by a grueling 2-day, 10 hour exam. To maintain this designation I must complete 30 hours of continuing education every 2 years, and have a clean record. I hold the Series 7 and 66 registrations through LPL Financial, as well as Variable Annuity, Life, Health and Accident insurance license from the State of Michigan. Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Planning, College/ Education Planning, Risk Management, Life Insurance, Disability Insurance, Charitable Giving, Small Business Planning, Long Term Care, Elder Care, Special Needs Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC.

Nimish Desai

True independence, unbiased objectivity and integrity are important for a Wealth Manager to provide...
Farmington, Michigan, United States

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Nimish Desai’s Email nimish.desai@lpl.com

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Nimish Desai’s Location Farmington, Michigan, United States

Nimish Desai’s Current Industry Lpl Financial

Nimish Desai’s Prior Industry Ubs Financial Services | Phoenix Technical Services | Citicorp

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Work Experience

Lpl Financial

Wealth Advisor

2009-01-01 00:00:00 - Present

Ubs Financial Services

Financial Advisor

2006-01-01 00:00:00 - 2009-01-01 00:00:00

Phoenix Technical Services

Owner/ Manager

1994-01-01 00:00:00 - 2006-01-01 00:00:00

Citicorp

Vice President

1986-01-01 00:00:00 - 1994-01-01 00:00:00

Skills

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Languages

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FAQ About Nimish Desai

Nimish Desai is located at
Farmington, Michigan, United States

Nimish Desai is a True independence, unbiased objectivity and integrity are important for a Wealth Manager to provide the best service to their clients. Avoiding conflicts of interest, transparency on fees, lower expenses and minimized risks are key to having a strong relationship with clients. Most of my clients have personally known me for over 10 years, and they know that they get all of this plus 25 years of my professional experience, MBA and Certified Financial Planner designation. My clients are corporate executives, professionals and small business owners. My services include comprehensive financial planning encompassing investment management, education planning, tax & estate planning, charitable giving as well as life and disability insurance. The CFP designation requires me to put myself in the shoes of my clients and recommend the most cost effective solution – even if it means forgoing compensation. This is a much higher bar than the current ‘suitability’ standard used by the industry, and allows me to provide for the best interests of my clients. A large number of my clients are over 50 years old and have spent their lives working hard to build a nest-egg for their families and their retirement. My advice to them is based on prudence and risk management, with a focus on preserving their assets and minimizing the ‘downside’ risk in their portfolios. I also review the adequacy of their insurances to make sure that their life savings are not at risk from unforeseen events. To obtain the Certified Financial Planner designation, it took two years of course-work in investments, insurance, taxes, estate planning and retirement planning followed by a grueling 2-day, 10 hour exam. To maintain this designation I must complete 30 hours of continuing education every 2 years, and have a clean record. I hold the Series 7 and 66 registrations through LPL Financial, as well as Variable Annuity, Life, Health and Accident insurance license from the State of Michigan. Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Planning, College/ Education Planning, Risk Management, Life Insurance, Disability Insurance, Charitable Giving, Small Business Planning, Long Term Care, Elder Care, Special Needs Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC.