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Swati Desai

Financial Advisor at Northwestern Mutual Wealth Management Company

Swati Desai is a Financial Advisor at Northwestern Mutual Wealth Management Company, based in Houston, Texas.13 She specializes in providing financial planning services and has access to a wide range of financial options designed to reinforce each other and ensure comprehensive financial plans for her clients.2

Professional Background

Swati Desai's career at Northwestern Mutual includes:

  • Current Role: Financial Advisor
  • Previous Experience: Financial Representative Intern at Northwestern Mutual

Qualifications and Expertise

Swati is a Certified Financial Planner™ (CFP®), which indicates her advanced expertise in financial planning.4 As a financial professional at Northwestern Mutual, she offers various products and services to help clients achieve their financial goals.2

Location and Reach

  • Based in: Houston, TX 770561
  • LinkedIn Connections: 4113

Professional Focus

Swati Desai's work as a Financial Advisor involves:

  • Providing comprehensive financial planning services
  • Offering a range of financial products and solutions
  • Helping clients reinforce their financial strategies
  • Assisting in wealth management

Swati Desai's LinkedIn profile can be found under the username swati-desai-86b86a17, where more details about her professional experience and network are available.3

Related Questions

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Swati Desai
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Location

Houston, Texas, United States