Lavina  Nagar,  CFP<sup>&reg;</sup> - Financial Advisor

Lavina Nagar, CFP®

Maya Advisors, Inc.

2225 E. Bayshore Road, Suite# 200
Palo Alto, CA 94303
FINANCIAL ADVISOR'S WEBSITE
(650) 704-3074 CONNECT WITH Lavina
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General

Lavina Nagar is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Maya Advisors, Inc. in Palo Alto, CA and the surrounding communities.

Financial Advisor Overview


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.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Investment Management, Getting Divorced, Getting Married, Life Planning, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources