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Salim N

CFP®, Series 66

Missouri City, TX

Benzer Capital

Salim Nathani is a CFP®-designated financial advisor at Benzer Capital with 25 years of industry experience. He is also president of The Little Village School, an early childhood education organization. Nathani serves on several boards, including Bright Offerings, a nonprofit supporting early childhood education, and participates in advisory roles for startup and e-commerce ventures. Benzer Capital provides portfolio management, financial planning, and advisory consulting primarily to individual and high-net-worth clients, along with pension consulting for employee benefit plans. The firm employs a tailored investment approach that includes model portfolios, fundamental analysis, trading strategies, and private pooled investment vehicles.

Income planning Retirement withdrawal strategies Charitable giving & philanthropy Life insurance needs analysis Active portfolio management Founder/Business Owner
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