Planning, 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 resides in Redwood Shore. He enjoys spending time with his son and family, as well as, 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