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Amol Desai, CFA, CFP®

Perceptive Wealth Advisors
Financial Advisor
Contact this advisor
Houston, Texas, USA
https://perceptivewealth.com/
7135752712
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Professional Details

Countries of Focus

Specialties

Financial Planning & Investment Management for mid-career professionals and first generation immigrants to the US

Business Description

We serve mid-career professionals and first generation immigrants to the US by providing comprehensive financial planning and investment management services

Ideal Clients
mid-career professionals and first generation immigrants to the US
Ways Advisor Charges

Global Financial Planning Institute

200 Southdale Center
Edina, MN, 55435

(888) 544-3250

info@gfp.institute

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