Nirav Desai

Financial Treatment Plans For SoCal Physicians

Financial Adviser at Qubera Wealth Management in Los Angeles, CA

About

Dear Physician, Have you worked hard to build your assets? Do you worry about your finances, investments or your financial future? Growing up with Hematologist and Pathologist parents, and later marrying a Nephrologist, I've been helping physicians with their finances since I was 20! As a fee-only financial advisor, I act as your fiduciary - always placing your interests first without accepting commissions on any investments or services - whether it's developing investment strategies, providing retirement solutions, or analyzing your insurance needs. My specialty is creating portfolios designed to make sure your assets continue working for you, using principles of goals-based investing and global diversification, while balancing risk against growth and income.

Address
11601 Wilshire Boulevard, Suite 500 in Los Angeles, CA 90025
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Brian
Answered by Pamela J. Horack, PRO+
CFP® in Lake Wylie, SC
Hi Brian! Here's a question for you - why would your insurance agent contact you to switch from a less expensive policy to a more expensive policy? Is he so thoughtful...
3

Background

Experience

Managing Principal & Investment Advisor Representative