Lavina Nagar
MAYA ADVISORS
MENLO PARK, CA
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CRD#: 5360087
Professional summary
Lavina Nagar, CFP® is a registered financial advisor currently at MAYA ADVISORS, INC. located in Menlo Park, California.
Lavina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lavina has worked at 1 firm and has passed the Series 65 exam.
Biography
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.
Question & Answer
What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Hourly
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
University of California Santa Cruz, Non Investment-Related, 3175 Bowers Ave Santa Clara CA 95054, Educational Organization, Teacher, 03/2021, 60 hrs/year, Personal Financial Planning Course
CRS (Client Relationship Summary) - RIA
Click below to view Lavina Nagar's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
June 2, 2010 - Present
MAYA ADVISORS, INC.
Office #2: 228 Hamilton Avenue Floor 3, Palo Alto, CA 94301RIA
CRD#: 144325
MENLO PARK, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MAYA ADVISORS, INC.
MAYA ADVISORS | NAGAR, LAVINA | MAYA ADVISORS, INC.
CRD#: 144325 / SEC#: 801-129758
RIA
Registered Investment Advisory firm - (3/22/2024 Approved)California
Registered Investment Advisory firm - (8/2/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/2/2010)
Current Firm
MAYA ADVISORS, INC.
MAYA ADVISORS | NAGAR, LAVINA | MAYA ADVISORS, INC.
CRD#: 144325 / SEC#: 801-129758
RIA
Registered Investment Advisory firm - (3/22/2024 Approved)California
Registered Investment Advisory firm - (8/2/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
228 Hamilton Avenue Floor 3, Palo Alto, CA 94301
Mailing Address
Phone number
(650) 704-3074
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 157 |
| AUM (Assets Under Management) | $ 116,242,883 |
Red Flags
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