Trusted Financial Advisor

Mr Subhash B Desai CFP

Mr Subhash B Desai CFP

Sure Enterprises, Inc

1530 Meridian Ave, Ste 108 San Jose, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$50,000
Languages
English, Gujarati, Hindi
License
Not Validated

Areas of Expertise

Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor