About Neil Jesani, CFP

Neil Jesani is an accomplished executive, top financial planner and a business builder. Neil has successfully built couple of businesses and coached many businesses. Neil has helped more than 3000 Physicians, 1000 Dentists, 600 Independent Pharmacists and other 3000 successful business owners over and above many other successful professionals and senior corporate executives to reduce substantial taxes, increase retirement income and create an additional legacy. Neil is most influenced by Jim Rohn’s quote, “The challenge of leadership is to be strong, but not rude; be kind, but not weak; be bold, but not bully; be thoughtful, but not lazy; be humble, but not timid; be proud, but not arrogant; have humor, but without folly.”

Neil believes in high-tech, high-touch approach by investing in latest technology and nurturing smartest people around him. Neil began his career as a commodities trader focusing on precious metals in Dubai after earning his MBA in finance in Gujarat, India. He moved to Citibank Dubai as a private banker before immigrating to the United States. In the United States, he worked with Cowan Financial Group as the Managing Director until he started his first company BeamaLife. Neil has earned numerous high performance promotions and awards throughout his career. He has built, developed and managed very successful teams of high achievers.

Neil has received many praises for his business acumen and financial expertise from many main stream media starting from Wall Street Journal, CNN Money, CBS, NBC, Inc. Magazine, Forbes, Treasury & Risk and Fox business to many industry organizations. He is also a Certified Financial Planner (CFP) and recognized by the Consumers’ Research Council of America as one of “America’s Top Financial Planners”. Neil is also an author of Amazon best-selling “WIN THE WAR FOR MONEY AND SUCCESS” book.

Neil continues to aim high, striving to make a difference in the lives of fellow human being by following the ethics of generosity, pluralism, intellectual reasoning, meritocracy and forgiveness. Neil sincerely appreciate Eli Broad for inspiring him to start donating early and convincing him that he doesn’t have to be rich to do so. Neil has been married for over 22 years, has two children, and unreservedly considers his family as his greatest achievement.

Neil Jesani is available for media interviews, speaking engagements and as a financial advisor. You can reach him at (732) 508-7415 or hello@neiljesani.com.




Regardless of the topic or question, BeamaLife has unique individuals with the right background to address my concerns. As a result, I have a much clearer understanding of how certain wealth creation strategies were the right fit for my company. I also have been able to take much higher income tax deductions for the corporation by implementing a plan set forth by Neil Jesani. They have maintained an unmatched level of professionalism during my interactions with them over the years.”

Mr. Peters
Software Company Owner, California

“BeamaLife was referred to me by my CPA for my pension plan funding. I also wanted to take care of my estate tax need. Neil and his team have done a superb job of creatively funding my pension plan, acquiring most cost-effective life insurance for our estate planning need with very minimum out pocket using velocity of money principle and putting my existing investment to second use. They also help us setting up all our estate planning documents.”

Dr. Martin
New Jersey

“BeamaLife has been a great advisor to us for many, many years. They not only helped us take higher income tax deductions but, also helped us organize our investment portfolio in an efficient manner. Through this relationship, we were able to create substantial wealth with the very low out-of-pocket expense. Neil Jesani from BeamaLife is very responsive, professional and extremely knowledgeable”

Mr. Sakaria
Multiple Pharmacy Owner, New York