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Daven Sharma

Daven Sharma

Certified Public Accountant (CPA), Abundance Advise
San Leandro,CA
  • 4.5
  • 2227 reviews
  • 3.0k Professionals Trained
  • 8 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.

4.5

(2227)
66%
26%
7%
2%
0%

LB

Excellent course. I plan to check the schedule to see if it is reoffered as I would like a second listen!

LM

Another excellent topic

ER

Great webinar! Very informative and many examples were provided to explain concepts.

MD

good review

BB

Great webinar

JG

great visual material

DM

Excellent content

FC

Very easy to understand. Illustrated some important planning points.

FC

This is the best presentation I have ever seen on this topic.

IS

I really enjoyed and learned a lot.

CF

Very Pleased

MB

None

VF

It was a good review of the tax law.

TC

Instructor was very knowledgeable. Slides broke down the more intricate parts of tax brackets and info.

DT

I really enjoy these classes, this instructor spoke clearly, used great examples and made things understandable. Thank you

BP

N/A

HT

A+ Delivery thanks!

RS

Excellent presentation. Provided me with questions for my own planner.

MB

Very helpful, made me think more about my own future.

SB

Presentation was taught with a strong commitment to the material. Very, very knowledgeable instructor.

SR

Great review of future retirement plan.

JP

Very informative.

ML

Nice refresher with emphasis on new tax law.

KV

Excellent Webinar.

CK

Another solid webinar!

EH

This was my first time using MyCPE and I was delighted with how easy it was to find content, register, attend and the webinar was very informative.

JH

The presentation was difficult to follow at times because the audio kept cutting out.

CL

informative program

FS

good

JS

The information allows me to expand the information I can provide to my clients.

AG

Great content!

ML

I needed this course 20 years ago.

DP

Very good info. in this webinar, every individual should take this one. I am sorry it was not longer as I was very intrigued.

HK

excellent way to do CPE.

DM

great platform

MG

Great content, well presented.

SW

Instructor was excellent. His slides and stories were relevant and interesting.

SP

Very informative presentation.

AA

The instructor is simply fantastic!

SS

Helpful as clients always have questions on this topic

NBMT

I can improve my skill and my knowledge for my job

CB

Very clear explanation of a complex topic

PR

The instructor is a wealth of knowledge and provides great examples and real-time calculations.

SK

It was very good.

RP

Well done.

JL

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.

MG

Good presentation & content.

BJR

This course was very informative and current! I appreciate the examples and stories of current situations to help understand the information using real life applications.

SW

The instructor was excellent - his slides were very well-organized and informative. His delivery was great.

SK

I appreciated this webinar. The presenter with well-organized and thorough with his information. I glad that I can earn CPEs and help feed the needy with my learning through My CPE.

AC

While I don't work with personal finance for my daily work, this information is very helpful for my personal needs and planning.

JP

Great

JH

Useful information to use now and in the future.

HV

Great session, as always.

MV

this was very educational. enjoyed it very much! not so much for my direct job, but for overall knowledge. the instructor was excellent. thank you!

CT

The examples presented were very helpful and insightful!

BM

Great content!!

AM

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.

AG

Very informative and easy to follow. Glad he didn't respond to questions until the end.

CP

This was a good webinar with no technical difficulties.

JH

This gave me a good basis to help my clients who are getting ready to retire with good questions for them to think about.

SC

Excellent presentation. The instructor was knowledgeable, concise, and had great slides and examples.

AR

Very helpful to aid in my understanding.

PS

very clear presentation of content

SA

Great!

KH

very informative, gave a lot of good examples

NG

Great CPE quality

TN

great class

KS

Great information!

GMJ

thanks!

HY

Very good topic.

LG

Great for basic information!

RM

I had never heard of Mr. Sharma but there is some very good information in this presentation. AND, it was presented in a very good manner. Informative and easy to understand!

BL

Great presentation. Great delivery.

RV

VERY GOOD

DR

Very informative

GG

These are the kind of questions I often struggle with, not yet being old enough to go through the Social Security process myself. This webinar will help me next tax season.

JHK

Good Instructor--Straightforward--Enjoyed Webinar

YS

Good

SA

Great! The platform was very easy to use. The presenter was prepared and informative.

KM

Great!

EM

Expert!

KO

I would recommend the presenter as a consultant to anyone.

KG

Good overall experience

EA

An interesting webinar relevant to everyone

RC

Very good overview of the key points needed to be informed on Social Security matters.

RC

Very good overview of the key points needed to be informed on Social Security matters.

DF

This instructor was so knowlegable and effective. Great content and ability to make it simple enough to understand. I enjoyed this class so much.

TP

very effective class

MP

The material was good and provided the information to consider when planning the social security with other sources for retirement.

WC

The instructor was outstanding!

JE

Good session covered the material effectively

RC

Very thorough presentation of key pillars for retirement. Well-organized also.

RC

Very thorough presentation of key pillars for retirement. Well-organized also.

RC

Very thorough presentation of key pillars for retirement. Well-organized also.

RC

Very thorough presentation of key pillars for retirement. Well-organized also.

RC

Very thorough presentation of key pillars for retirement. Well-organized also.

KW

Great session. Helps people plan and anticipate retirement.

JD

This was a very good overview of concerns in retirement that everyone needs to think about

KK

Well done

BW

Good quality

SM

excellent instructor!

WC

Outstanding workshop!

JP

Great experience

CK

Great

JT

Loved it

DW

great class!

NS

the whole presentation was excellent.

DW

This was a great class, very informative.

KB

EXCELLENT Webinar!! Looking forward to more from Daven Sharma.

SM

This instructor was excellent. I really enjoyed the class and would recommend it highly!

MS

Great webinar.

TS

ok

PL

Good

VS

Great knowledge

WD

Speaker very knowledgeable and effective. Very comprehensive presentation.

PW

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.

JS

Very informative

TN

na

TA

Time very well spent

ZP

I put a couple of "Neutral" ratings is just because the knowledge and skill learned in this program does not apply to my job, but it's a good knowledge and skill for a CPA to learn.

SL

Thanks so much for an excellent seminar! Although I don't have or work for a practice, I do end up advising folks about retirement issues, though I keep it as general as possible. This social security information will be very helpful when asked about benefits that folks might be able to expect. I truly appreciate it!

JG

Great session!

SO

GOOD

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

JS

n/a

CN

great topic; great speaker. would have liked more time so speaker could address examples/questions

VP

Clear and concise information

CH

good

EG

Great review course. Reminded me of points I had forgotten or overlooked

PC

Very good overall discussion of taxes as it relates to wealth management.

PC

Very good overall discussion of taxes as it relates to wealth management.

DA

Good instructor, good content

JB

Very informative and relevant

AM

One of the best and most informative CPE presentation I've attended. Thank you

AK

Easy to follow learning experience

LH

This was a very informative webinar on Medicare and the instructor was clearly knowledgeable on his topic. I will be watching for similar classes by Daven Sharma.

CN

great!

RC

This was a very good webinar. Very informative and comprehensive.

JG

Medicare seems to be a bit of a mystery. Learned plenty about Medicare today. Many little things are required to be done. It was made easier today.

KC

This was a great summarization of how Medicare works and how good planning can improve your coverage.

JG

I have worked in the healthcare industry for over 25 years. This presentation was right up there as one of the best I have seen on this subject.

JG

I have worked in the healthcare industry for over 25 years. This presentation was right up there as one of the best I have seen on this subject.

AV

Extremely valuable topic. Very good slides and information provided by presenter. Highly recommend.

SO

good

JS

Excellent webinar on a complex topic.

SG

The instructor was great!

RG

The payout breakdowns were presented exceptionally well. Very good presenter.

CH

good policy

EL

The presenter was excellent! So easy to follow and understand. Thanks for a great seminar.

BW

Good quality

KS

Great

KM

Really good info

RP

informative, easy to follow slides a very good presentation

WK

no comments

PC

Informative webinar

LB

Straight forward and to the point, I liked it.

AK

It’s informative

FC

good class

LB

Learned from the topic/presenter.

CF

Enjoyed presentation, good info

BS

The information provided was good.

MA

Short but helpful

EE

Well done lesson

SA

Very good

DL

A good introduction to tax, and a helpful refresher

LM

Good presentation and materials.

LM

Instructor was good, materials clear and succinct for a complicated topic.

SA

nicely done

VA

It was timely.

AW

This was a worthwhile class. However the sound kept cutting out and there were a few times that the slides were not insync with his presentation. I was glad to see that they were actively trying to fix it though.

SC

Very confusing at times because I did not understand some of the terms. WE did not need to review law changes from the TCJA from 2017. Waste of time.

RK

Great presentation. Thank you.

RS

Instructor was knowledgeable and good experience

CED

Very well

JC

Very positive. I was reminded of how much I need a refresher like this.

MR

Good experience with good basics on how taxes work

MG

Good information & organization.

JH

Great program. Only complaint is that I was unable to open the excel or other files embedded into the presentation.

SC

This was my first experience with my-cpe.com and it was great! The instructor was very clear and the content was useful to me. I'm sure I'll be signing up for more classes through my-cpe.com.

TE

My first poll question had no text, only numbers to select, so I selected #2

KG

Helpful in providing the basis as well as some interesting case studies.

LC

fd

DM

Thank you

MM

Very good.

SMA

Good experience

SMA

Good experience

JW

Good detail in the presentation of a complex area

NR

Really good treatment of the importance of guareented income

TT

This was my very first webinar and it was a really interesting and informative experience.

NR

good but i think he was trying to sell his software

FC

Good!

SL

Excellent presentation and update on tax law changes. The presenter was succinct and had good illustrations to demonstrate the various points. Thanks so much.

NS

I enjoyed the webinar. The handouts were very helpful.

SA

This was a very good summary of a needed subject. The instructor made the topic matter (not the most exciting topic) accessible and presented in a good manner.

JB

This knowledge is highly usable for me. I believe it will help me bring in new clients. Especially valuable were the examples of the financial effects of retiring at 62 vs. age 70. Sometimes the sound of the program seemed to cut in and out, but since the slides were so detailed, I don't think it took away much from the program. Probably, I will be going back to check my own earnings record. Thank-you!

KC

Great thank you

RTJ

positive presentation can't ask for more

DB

Well structured and informative article on retirement planning.

KA

Helpful tools I was not aware of

RL

This webinar is very informative.

NS

Very helpful for my personal life, not necessarily in my work.

RC

none

GF

Very Informative

NS

Webinar gave me a broad familiarity to retirement expectations.

KR

I was kicked out 2x but glad I was able to jump back in.

JC

Excellent

LE

Was a good overall session given the hour available

KM

There were a lot of technical issues.

CC

The course was informative and gave examples to mindful of in working with clients who gave questions regarding applying for their claim.

SM

good

QL