ABOUT US

Mahesh Desai started his financial services and CPA practice in 1993 in Houston. He is a Registered Principal and Investment Advisor Representative with SagePoint Financial, 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

Series 7, 24, 63 and 65 FINRA Registrations

Fixed and/or traditional insurance services offered through The PG Group, a company not affiliated with SagePoint Financial 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

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