Lavina  Nagar

Lavina Nagar

| CFP®

Maya Advisors, Inc.

Fee-Only Financial Planner serving clients from San Jose, California to San Francisco, California.

Specialties

  • Fee-Only Financial Planning
  • Comprehensive Financial Planning
  • Free Consultation
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Analysis
  • Education Planning
  • Charitable Giving and Trusts
  • Planning for Life Transitions
  • Women's Financial Issues

Visit Us

2225 E Bayshore Rd
Ste 200
Palo Alto, CA 94303

Lavina Nagar is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Your Partner through Life Transitions...

I founded Maya Advisors when faced with a life transition myself. Since then, life has taken me on many other journeys. Some expected, some unexpected. Some happy, and some challenging. Through all these very different experiences, I found one common thread. When life overwhelms you, need of a trusted partner is most acute. Someone who not only cares, but can also provide guidance with professional objectivity.

This realization has impacted my decision on whom to serve, and how to serve. If you are going through a life transition, and want a partner whom you can trust, it will be my honor to serve you. I promise you that at Maya Advisors, we will support you though good and bad, we will walk with you, and we will look out for you - with integrity and accountability.

In addition to helping my clients with their financial planning and investment needs, I am also an active member of the Financial Planning Association (FPA). I have served on the board of Silicon Valley chapter of FPA as its Treasurer for three years. I am also a volunteer for the Family Services of Santa Clara to provide financial literacy training to youth participants in their programs.

Personally, I am a proud parent of an adult daughter. I love hiking, walking, skiing, travelling, and am an aspiring clay sculptor. I thrive on meeting and getting to know people, learning about them, and learning from them.

I am NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Maya Advisors, Inc. is a Registered Investment Advisor (RIA) with the State of California.