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Daven Sharma

Daven Sharma

San Leandro,CA
  • Speaker Review Rating 4.5 / 5
  • Professionals Trained 4k+ Professionals Trained

About Speaker

DAVEN SHARMA is a recognized Educator, Author, Speaker, and CEO of Abundance Advisers, a Bay Area financial planning and wealth management firm.

“Our proprietary system 7-Steps to Financial Abundance is a holistic approach to financial planning.  We first understand our clients’ goals and timeline and then build customized solutions around them.  It is not about getting the highest rate of return; it is about attaining those lifetime financial goals,” Daven says.

Daven earned his BS in Accounting from the University of Delhi, India.  After migrating to United States in 1985, he earned CPA and CFP® designations.  In 2016, he founded Academy of Financial Planning, a non-profit organization devoted to providing free financial education to all, as he believes that everyone deserves an opportunity to be financially independent.

Daven lives in Dublin, CA and enjoys reading and travel in addition to spending time with his family and a rescued puppy Lilah.

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4 Pillars to an Abundant Retirement
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4.5

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(3k+) Ratings

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RD

Ron Dreese, CPA (US)

Mar 10th 2022

I just subscribed to myCPE yesterday, not finding meaningful content with the AICPA webcast. What a way to start it off. I'm a CPA/PFS and this material will allow me to provide superior skills to my clients in their planning sessions. I am very impressed with the program selection, availability, alternative dates for scheduling convenience. This is going to be a continuing experience into the future.

PW

Pam Whelan, CPA (US)

Mar 24th 2021

I really liked this webinar. I do need any info on the 2021 IRS limits, etc so if anything can be sent for that, I would like to share it with my team. If anything can be sent to me, that would be great. But I really got a lot out of this webinar. Very informative.

JL

Joseph Lisandrillo, CPA (US)

Jul 9th 2021

This was on every point a strong presentation. I'm being asked more and more by some of my clients what they need to consider as they near retirement and the presentation and handout will be very helpful in pointing them in the right direction.

CE

CHRISTINE EUBANKS, CPA (US)

Mar 25th 2022

The income sheet for the cost of Medicare is a real eye opener. I can see a lot of income planning would really benefit an individual. Perhaps filing MFS would help to reduce the cost of Medicare prior to signing up.

AM

Alwyn Moore, CPA (US)

Jun 18th 2021

Powerful information to help your client and yourself to understand when to collect SSA Benefits. The presentation was wonderfully balanced with his experiences and the statistic that were projected.

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