Daven Sharma

Certified Public Accountant (CPA), Abundance Advise
San Leandro, CA
  • 4.4
  • 130 reviews
  • 885 Professionals Trained
  • 20 Courses

About Speaker Daven Sharma

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.

4.4

(130)
59%
29%
6%
6%
0%

MS

Great webinar.

TS

ok

BS

Great learning experience to get CPE

CM

I found this to be very helpful personally. I'm glad I attended.

CH

good

SL

This was just an excellent seminar with a lot of good information with actionable recommendations. Thanks so much!

VS

Good webinar

AD

Extremely informative

CC

THANK YOU

AK

Great platform and learning experience

JC

Excellent

LE

Was a good overall session given the hour available

KM

I thought the material and expamples were well presented and interesting.

RC

None

PC

Should be presented in a 2 hour course given the amount of material.

MD

Great pitch for Abundant Consulting

SB

This webinar came across as a sales pitch rather than strictly an educational program.

FREE
  • Daven Sharma
  • 1 Credit

4 Pillars to an Abundant Retirement

  • Apr 13, 02:30 PM EDT
  • AFSP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • TEP
  • CTEC
  • CSA
Register
  • 4.5 (130)
FREE
  • Daven Sharma
  • 1 Credit

Medicare planning

  • Apr 14, 11:00 AM EDT
  • CPA
  • PFS
  • CSA
Register
  • 4.5 (81)
FREE
  • Daven Sharma
  • 1 Credit

Manage Your Tax Bill For 2020 and Beyond!

  • Apr 16, 02:00 PM EDT
  • AFSP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • CTEC
Register
  • 4.5 (111)
FREE
  • Daven Sharma
  • 1 Credit

Manage Your Tax Bill For 2020 and Beyond!

  • Apr 27, 03:30 PM EDT
  • AFSP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • CTEC
Register
  • 4.5 (111)
FREE
  • Daven Sharma
  • 1 Credit

Medicare planning

  • Apr 28, 03:30 PM EDT
  • CPA
  • PFS
  • CSA
Register
  • 4.5 (81)
FREE
  • Daven Sharma
  • 1 Credit

4 Pillars to an Abundant Retirement

  • Apr 29, 03:30 PM EDT
  • AFSP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • TEP
  • CTEC
  • CSA
Register
  • 4.5 (130)
$10
  • Daven Sharma,
  • 1 Credit

Savvy Social Security Planning: All You Need To Know About Social Security Claiming Strategies

  • Feb 10, 09:30 AM EST
  • CFP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • CTEC
  • CSA
  • AFSP
Register
  • 4.5 (169)
$10
  • Daven Sharma,
  • 1 Credit

Manage Your Tax Bill For 2020 and Beyond!

  • Feb 10, 09:30 AM EST
  • CFP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • CTEC
  • AFSP
Register
  • 4.5 (125)
$10
  • Daven Sharma,
  • 1 Credit

Medicare planning

  • Feb 10, 09:30 AM EST
  • CFP
  • CPA
  • PFS
  • CSA
Register
  • 4.5 (91)
$10
  • Daven Sharma,
  • 1 Credit

4 Pillars to an Abundant Retirement

  • Feb 10, 09:30 AM EST
  • AFSP
  • CFP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • TEP
  • CTEC
  • CSA
Register
  • 4.4 (143)
FREE

Savvy Social Security Planning: All You Need to Know About Social Security Claiming Strategies

  • Apr 09, 03:00 PM EDT
  • AFSP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • CTEC
  • CSA
Completed
  • 4.6 (198)
FREE

4 Pillars to an Abundant Retirement

  • Mar 31, 03:00 PM EDT
  • AFSP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • TEP
  • CTEC
Completed
  • 4.5 (130)
FREE

Manage Your Tax Bill For 2020 and Beyond!

  • Mar 24, 12:00 PM EDT
  • AFSP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • CTEC
Completed
  • 4.5 (111)
FREE

Medicare planning

  • Mar 19, 12:30 PM EDT
  • CPA
  • PFS
  • CSA
Completed
  • 4.5 (81)
FREE

Savvy Social Security Planning: All You Need to Know About Social Security Claiming Strategies

  • Mar 15, 01:30 PM EDT
  • AFSP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • CTEC
Completed
  • 4.6 (147)
FREE

4 Pillars to an Abundant Retirement

  • Feb 24, 03:00 PM EDT
  • AFSP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • TEP
  • CTEC
Completed
  • 4.4 (79)