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Lavina Nagar, CFP®

Maya Advisors, Inc.

Maya Advisors, Inc.
Los Altos, CA 94022
Phone: (650) 704-3074

Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Retirement
  • Women's Finances

 

Foreign Languages
  • English
  • Hindi

 

About My Practice


Maya Advisors, Inc. provides comprehensive financial planning and investment management services to individuals and families.

We believe that the ultimate goal in life is not accumulating wealth, but achieving the happiness that comes from realizing your dreams.


Financial success makes this easier.


We help our clients achieve their dreams by taking a disciplined approach to decisions regarding their money and financial life.


We measure our success not only by performance statistics but also by our clients’ success in achieving their financial goals.

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.