Lavina Nagar (CFP®)

Lavina Nagar focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

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 you 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.

Additional Information

Lavina Nagar is a fee only financial planner serving clients from San Francisco to San Jose. She is the founder of Maya Advisors, Inc., with focus on assisting people going through life transitions.

Life transitions need not be explicit events. Many times life happens gradually and we find ourselves standing on new grounds. As someone who has experienced some of these transitions, she wants to help clients navigate through these challenging times by providing objective advice and support, so clients can focus on what is important to them.

Lavina Nagar is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

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

NAPFA Start Date

September 01, 2017

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This Office

2225 E Bayshore Rd Ste 200 Palo Alto, CA 94303-3220 Phone: (650) 704-3074