Neil Jesani

Neil Jesani is a nationally recognized financial strategist, best-selling author, and speaker whose insights have been featured in outlets including the Wall Street Journal, CNN, Forbes, Inc. Magazine, CBS, NBC, Treasury and Risk, and Fox Business. With a career dedicated to guiding professionals and business owners, he empowers clients to reduce tax burdens, optimize efficiency, and secure lasting financial independence. As the author of Win the War for Money and Success, Neil blends practical expertise with visionary leadership to help individuals and organizations achieve their goals. Above all, he is committed to helping clients design the retirement, lifestyle, and legacy they want to leave for their families and charitable causes.

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