Daven Sharma is the owner of Strategic Advisors, Inc., a Bay Area financial planning and wealth management firm.
Daven works with people of all ages, including those who are just starting their careers. At the outset, a customized financial plan is put together that prepares clients for major life events such as the purchase of a new home, sending kids to college or a comfortable retirement plan.
Strategic Advisors’ personalized approach includes reviewing financial plans with clients on a regular basis to ensure that life events are integrated. Strategic Advisors also works with companies to create retirement plans that include 401K and defined benefit plans. He meets with individual employees at the workplace to help them understand their workplace retirement benefits and make proper selection based on their expectations and risk tolerance.
When Daven begins working with new clients, he evaluates their assets, liabilities, income and expenses. He looks for balance between living a comfortable life and savings to meet life goals. If people are living beyond their means, he works with them to help them change their behaviors.
“We carefully consider the best interests, retirement planning goals and life aspirations of our clients. One of the things that sets us apart is our system, 7-Steps to Financial Abundance, a step-by-step guide to financial planning. We could tell our clients that they need to be investing or saving more, but they already know that. We’re realists, and we know that they have mortgages and kids to put through college, so our emphasis is on long-term, sustainable planning and strategy to meet the objectives.”
In addition to being a financial planner, Daven is a CPA, and it is his tax planning expertise that allows him to understand the complete financial landscape. Daven earned his BS from the University of Delhi, India, and a Chartered Certified Accountant certification in the UK. After migrating to the US in 1985, he earned CPA and CFP certifications. Daven lives in Pleasanton with his wife and two daughters and enjoys reading and travel.
Daven is a frequent public speaker on the topic of financial planning. A key theme for Daven? Everyone can create financial abundance for themselves – the important thing is to be committed to your goals.