May 20, 2016 4:48 pm Published by

Neel Desai

Planning and Portfolio Specialist

LPL Registered Administrative Assistant

Neel began his client-focused career in 2003 as an accountant with a Bay Area firm. Over the next few years he transitioned to an advisory role with a national financial services company until joining Navigation Group in 2007. As a financial planning assistant and holding a position on the investment committee he plays an integral part of the comprehensive financial planning process that clients experience at Navigation Group.

Neel is a graduate of the University of California in Davis where he earned a double major in economics and political science.

He and his wife Shreya reside in Redwood Shores. He really enjoys spending time with his newborn son and family, as well as, enjoys traveling, hiking, camping and cooking. Neel follows team sports and during the winter months enjoys snowboarding.

Neelam Desai is a registered administrative assistant  with LPL Financial. CA Insurance License #0E67085