Amol Desai, CFP®, CFA

Cross-Border Financial Planner for Indian Immigrants & U.S. Investment Advisor

I am the founder and lead advisor of Perceptive Wealth Advisors. I primarily work with first-generation Indian immigrants navigating the U.S. financial system because I have also lived that journey.

First-generation Indian immigrants in the U.S. often hold a complex mix of American and Indian financial assets, face unique tax and estate planning considerations, and navigate a financial system they were never taught. I offer technical depth across comprehensive financial planning and a genuine understanding of the cross-border financial challenges Indian immigrants face.

Moving from India to the U.S. for graduate school, I now hold an MBA in Finance from Rice University, an MS in Mechanical Engineering from Tennessee Tech, and the CFP® and CFA credentials.

About Perceptive Wealth Advisors

Perceptive Wealth Advisors was founded specifically to serve first-generation Indian immigrants who are financially successful but underserved by traditional advisory practices. The firm combines a fee-only, fiduciary approach with the lived experience of an immigrant. We work with clients nationwide and belong to NAPFA, the XY Planning Network and the FPA. After building your plan together, we meet twice a year, around April and October, to review progress.

Outside the Office

I find balance by hiking, visiting national parks, exploring the outdoors, and listening to Indian classical and semi-classical music.

Book a call with Amol here.