ABOUT US

Mahesh Desai started his financial services and CPA practice in 1993 in Houston. He is an Investment Advisor Representative with Osaic Wealth, Inc., a registered broker/dealer firm member of FINRA and SIPC.

He holds a Masters Degree in Finance and Commerce.

CFA^® (Chartered Financial Analyst) Charterholder

CFP^® Certification in May 2001

Passed CPA examination conducted by AICPA in March 1993 and registered with Texas State Board of Public Accountancy Series 7, 63 and 65 FINRA Registrations.

Fixed and/or traditional insurance services offered through various insurance companies, not affiliated with Osaic Wealth or registered as a broker-dealer or investment advisor.

Accountancy & Tax Services are provided by Mahesh Desai, CPA and his associates at 5555 West Loop South, Suite 535, Bellaire, TX 77401

Mahesh Desai CPA
 

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