Proudly serving: Castro Valley, Dublin, Hayward, Liveomore, Oakland, Pleasanton, San Francisco, & San Ramon
13 Worst Financial Mistakes
7 Steps to Financial Abundance
Creating a Lifetime of Secure Income
A Bay Area financial planning and wealth management firm and a Registered Investment Adviser in the State of California. 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, and a comfortable retirement plan.
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 U.S. in 1985, he earned CPA and CFP® certifications.
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 take action and be committed to your goals.
Strategic Advisors offers classes and workshops of any length 1 hour, 2 hours, half day or full day hands–on workshops:
Using our proprietary 7 Steps to Financial Abundance, we develop a life long Financial Plan for our clients, which becomes a navigator to help them achieve their lifetime financial goals.
Thanks to advancement in medical sciences, people are going to live 20 or more years in retirement. The golden years can be extremely painful if income planning is not done properly. We help our clients secure a lifetime of income to make sure they truly enjoy their golden years.
Using simple strategies and techniques, we show how you can establish your budget for monthly expenses, and monitor them carefully to make sure you stay within the limits without going broke.
You can do everything right, but taxes can easily destroy your dreams. We o"er long–term tax planning strategies using different investment products for the benefit of our clients.
Estate Planning is not just for the rich. Have you considered the consequences if you were disabled and were unable to make any financial or medical decisions for yourself? How are your loved ones protected? How you can transfer your assets to your beneficiaries with minimal cost and pain? Of course, reducing estate taxes is always an objective, but Estate Planning is much more than just reducing taxes.