Surendra Dave

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My mission is to help my clients build, protect and preserve their wealth, as well as assist in distributing it during their lifetime –and afterward to their beneficiaries –in a disciplined and efficient way. I help create a plan around my clients, not just around their account balances. In my spare time, I enjoy spending time with my family and our dog, and staying active and healthy, both physically and mentally, by working out, playing tennis, walking and meditating.