Maya Advisors, Inc of East Palo Alto

Maya Advisors, Inc. is a financial planner in East Palo Alto, California, serving individuals navigating life transitions with personalized financial planning and portfolio management. The firm specializes in helping busy professionals, women experiencing major life events, and those preparing for retirement through fee-only, fiduciary guidance. With a 5.00 rating, Maya Advisors is recognized for its client-focused approach and commitment to integrity. The firm operates across the broader Palo Alto area, offering services that include financial planning, discretionary portfolio management, and collaborative portfolio management, all tailored to individual goals and life stages.

Founded in 2007 by Lavina Nagar, CFP®, Maya Advisors is built on the principle of being a trusted partner during life’s most demanding moments. Nagar brings a unique background in mathematics and computer science from the Indian Institute of Technology Delhi, combined with over fifteen years of experience in global financial services at firms like Reuters and Misys. Her transition from corporate finance to launching her own practice was driven by personal experience, shaping the firm’s mission: to support clients with objective, caring guidance when they need it most. The firm emphasizes independence, fiduciary responsibility, and transparency, ensuring clients’ financial well-being remains the top priority.

Located on Hamilton Ave, Maya Advisors, Inc. sits within a short walk of several notable landmarks. The office is about 0.1 miles from Palo Alto City Hall, the Lytton Plaza park, the Pacific Art League arts center, The UPS Store, and the Palo Alto Police Department. It is also just 80 meters from the Palo Alto 100 Years memorial, placing it in the heart of the city’s civic and cultural district.

Maya Advisors maintains a strong digital presence, with a well-optimized website that search engines read cleanly and is discoverable through AI-powered search tools. This visibility ensures clients can easily access information and begin their journey toward financial clarity. The firm’s focus on trust, expertise, and personalized service makes it a dependable resource in East Palo Alto’s evolving financial landscape.