Daven Sharma, well-known developer of 7-Steps to Financial Abundance, is an educator, author and a financial planning expert in the San Francisco Bay area. His CPA firm, Davis & Company, provides tax and accounting services to individuals and small businesses, while his financial planning firm, Strategic
Advisors, Inc., provides wealth management and wealth preservation services to its clients.
Daven considers himself to be a holistic fiduciary advisor. His 7-Steps system touches each and every facet of his clients’ financial life, not just their investments. He helps in creating a lifetime financial plan that helps to identify strengths, weaknesses, opportunities and threats specific to each person, and from there, recommends how to put that plan into action by capitalizing on those strengths and eliminating any potential threats along the way.
As an educator, Daven teaches his concept of 7-Steps to Financial Abundance to his radio listeners as well to those who attend his seminars and webinars held throughout the year. He strongly believes in having a good balance between creating wealth and enjoying life.
He maintains his own balance between work and enjoyment by spending time with his wife, two daughters and newly-rescued puppy, Lilah.
To learn more about Daven Sharma and 7-Steps to Financial Abundance visit: www.abundanceadviser.com, or send an email to: [email protected].