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Lavina Nagar, CFP®

Founder & Financial Advisor

Financial planning is a second career for me. I hold dual Masters in Mathematics & Computer Science from Indian Institute of Technology (IIT) Delhi, India, and an undergraduate degree in Mathematics & Economics. Before founding Maya Advisors in 2007, I worked in financial services industry for more than fifteen years at corporations like Reuters, Sungard, and Misys, working on solutions for investment banks and other global financial institutions.

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.

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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 financial planning and investments, 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 and I also volunteer in Financial Planning Days organized by various organizations. I have also taught at the University of California Santa Cruz in its Personal Financial Planning certificate program.

I am  a CERTIFIED FINANCIAL PLANNER™ professional or CFP® professional, and a member of National Association of Personal Financial Advisors (NAPFA), a nationwide association of independent, fee-only financial planners.

Maya Advisors, Inc. is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC).

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