Academy of Financial Planning
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.
Featured Services
Academy for Young Adults
Academy for Pre-Retirees
Academy for Retirees
Our Philosophy
At The Academy of Financial Planning, we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.
our experience can make a difference for you
Unsure where to start?
Contact us today and we can guide you through the process.
