Neil Jesani - Founder & Executive Advisor to BeamaLife

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, 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.

Dr. Shamji, California

"Neil has been an extremely professional who has been an outstanding financial advisor. He has looked to serve my needs to the best of his abilities; he is sincere to his words and has been a creative force in providing an amazing service. His greatest qualities that set him apart, is that he comes with the highest of integrity, extremely sincere and honest. I would recommend him with absolutely no reservation to my family and friends."

Dr. Ames, Washington

"When my friend first referred BeamaLife, I was not very sure that you will be able to help but I must say that you have done superb job of almost doubling my life insurance amount without any additional premium and help me take much higher income tax deduction. I admire your expertise in wealth creation and tax planning areas."

Dr. Martin, New Jersey

"BeamaLife was referred to me by my CPA for my pension plan funding. I was 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 at per-tax dollar and helping us to get all our estate planning documents prepared."

Dr. Wasserman, New York

"I want to say thank you for your help in setting up pension plan and help us take substantial more income tax deduction. We appreciate your pension plan funding ideas as well – thanks again."

Dr. Patel, New Jersey

"We are impressed by your financial and estate planning expertise. Thanks for making our assets more secure and our life easy. Thanks for continued superb service and good luck."

Dr. Fisher, Tennessee

"Thank you for your help in reducing our defined benefit plan administration costs and increasing our funding level. We’ll be glad to introduce your firm to fellow physicians."

Dr. Noticewala, Pennsylvania

"When I was looking for a financial planning and risk management strategies I met with several advisors, but when I spoke with a Specialist at BeamaLife, she explained to me so much more than just life insurance. She explained to me the estate planning aspect of it and how that can be used as retirement planning and college education savings. Thank you BeamaLife, it was a pleasure doing business with you."

Dr. Chen, New Jersey

“My CPA referred me to BeamaLife for additional tax deduction strategy. They not only helped me reduce my income tax substantially but also helped me to secure my retirement income. They are very innovative and creative. Smart folks.”

Dr. Sharma, New Jersey

“BeamaLife has done a superb job in designing our asset allocation plan for defined benefit plan and personal investments portfolio. We were amazed to see the way BeamaLife worked with our CPA for an additional tax deduction even though we have one of the best tax accountant money can hire."

Mr. Bakare – A Very Successful Pharmacy Owner, New York

“I am very grateful to BeamaLife for the sound advice they have provided over the years. Higher tax deductions as well as the right asset allocation for our investments were just two examples of how I have benefitted from dealing with BeamaLife. They also put an effective estate planning strategy in place. Thank you for your help!”

Mr. Goldberg – Noteworthy Business Owner, New Jersey

“We have been dealing with BeamaLife for more than ten years now. They have been great advisors to us in terms of advanced risk management. They also helped to put in place pension plan strategies for our partners. BeamaLife has always been extremely professional and very attentive to our needs. Our sincere thanks!”

Mr. Peters – Software Company Owner, California

“I have the utmost trust and respect for BeamaLife’s expert staff. 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 BeamaLife. They have maintained an unmatched level of professionalism during my interactions with them over the years.”

Mr. Sakaria – Multiple Pharmacy Owner, New York

“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.”

Mr. Bassanell – Multiple Pharmacy Owner, New York

“BeamaLife helped us immeasurably by focusing on the need to improve income tax deductions and educating us about estate planning. They guided us through completing all the documentation in a way that was easy to understand. I was comforted in knowing that they were just a phone call away and always available. We have consistently recommended them to friends and colleagues.”

Mr. Merchant – Software Company Owner, New York

“BeamaLife has been very instrumental in implementing the advanced level of executive bonus plans for our highly paid executives. In so doing, we have been able to retain the talent that makes this company thrive. Furthermore, they have helped us put in the right qualified and non-qualified pension plans for our senior executives. I would highly recommend BeamaLife for the complex financial strategies that businesses should implement.”

About Neil Jesani, CFP

About Neil Jesani, CFP