Maya Advisors, Inc of Palo Alto

Maya Advisors, Inc is a financial planner in Palo Alto, CA. The firm provides fee-only financial planning and portfolio management services, including both discretionary and collaborative portfolio management. Serving busy professionals, women experiencing life events, and those planning for retirement, the firm maintains a 5.00 rating.

Founded in 2007 by Lavina Nagar, CFP®, the firm operates as an independent fiduciary. Ms. Nagar brings a background in mathematics and computer science, having previously spent over fifteen years in the financial services industry working with global institutions such as Reuters, Sungard, and Misys. Maya Advisors focuses on acting as a partner through life transitions, offering objective guidance and accountability to clients. The firm's approach is centered on supporting individuals through both expected and unexpected changes in their lives.

The business maintains a well-optimized website that search engines read cleanly.

Maya Advisors, Inc provides dedicated financial planning and investment support to help clients navigate life's transitions in Palo Alto.