Daven Sharma, CPA, Certified Financial Planner®
California License# 0C09851
OWNER / PRESIDENT OF ABUNDANCE INSURANCE SOLUTIONS, INC.
DAVEN SHARMA is a recognized Educator, Author, Speaker, and CEO of Abundance Insurance Solutions, Inc., 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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Phone: (925) 400-8333
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Phone (925) 400-8333