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.

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.