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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
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
