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Financial Planners in San Leandro, California

Coleman Financial Service photos
Coleman Financial Service, San Leandro
San Leandro / California / United States
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Coleman Financial is a financial consulting company that works with clients to help protect their money. Coleman works with people who are looking at investing, who are buying property and others who are looking for financial help. This company helps accomplish financial freedom by helping customers get out of debt as well. 

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Nid-Hca photos
Nid-Hca, San Leandro
San Leandro / California / United States
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Community Fund LLC photos
Community Fund LLC, San Leandro
San Leandro / California / United States
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Pyramid Real Estate Services photos
Pyramid Real Estate Services, San Leandro
San Leandro / California / United States
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World Financial Group photos
World Financial Group, San Leandro
San Leandro / California / United States
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Abundance Advisers photos
Abundance Advisers, San Leandro
San Leandro / California / United States
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Daven Sharma is the owner of Strategic Advisors, Inc., a Bay Area financial planning and wealth management firm. Daven works with people of all ages, including those who are just starting their careers. At the outset, a customized financial plan is put together that prepares clients for major life events such as the purchase of a new home, sending kids to college or a comfortable retirement plan. Strategic Advisors? personalized approach includes reviewing financial plans with clients on a regular basis to ensure that life events are integrated. Strategic Advisors also works with companies to create retirement plans that include 401K and defined benefit plans. He meets with individual employees at the workplace to help them understand their workplace retirement benefits and make proper selection based on their expectations and risk tolerance. When Daven begins working with new clients, he evaluates their assets, liabilities, income and expenses. He looks for balance between living a comfortable life and savings to meet life goals. If people are living beyond their means, he works with them to help them change their behaviors. ?We carefully consider the best interests, retirement planning goals and life aspirations of our clients. One of the things that sets us apart is our system, 7-Steps to Financial Abundance, a step-by-step guide to financial planning. We could tell our clients that they need to be investing or saving more, but they already know that. We?re realists, and we know that they have mortgages and kids to put through college, so our emphasis is on long-term, sustainable planning and strategy to meet the objectives.? In addition to being a financial planner, Daven is a CPA, and it is his tax planning expertise that allows him to understand the complete financial landscape. Daven earned his BS from the University of Delhi, India, and a Chartered Certified Accountant certification in the UK. After migrating to the US in 1985, he earned CPA and CFP certifications. Daven lives in Pleasanton with his wife and two daughters and enjoys reading and travel. Daven is a frequent public speaker on the topic of financial planning. A key theme for Daven? Everyone can create financial abundance for themselves ? the important thing is to be committed to your goals. Daven Sharma is the owner of Strategic Advisors, Inc., a Bay Area financial planning and wealth management firm. Daven works with people of all ages, including those who are just starting their careers. At the outset, a customized financial plan is put together that prepares clients for major life events such as the purchase of a new home, sending kids to college or a comfortable retirement plan. Strategic Advisors? personalized approach includes reviewing financial plans with clients on a regular basis to ensure that life events are integrated. Strategic Advisors also works with companies to create retirement plans that include 401K and defined benefit plans. He meets with individual employees at the workplace to help them understand their workplace retirement benefits and make proper selection based on their expectations and risk tolerance. When Daven begins working with new clients, he evaluates their assets, liabilities, income and expenses. He looks for balance between living a comfortable life and savings to meet life goals. If people are living beyond their means, he works with them to help them change their behaviors. ?We carefully consider the best interests, retirement planning goals and life aspirations of our clients. One of the things that sets us apart is our system, 7-Steps to Financial Abundance, a step-by-step guide to financial planning. We could tell our clients that they need to be investing or saving more, but they already know that. We?re realists, and we know that they have mortgages and kids to put through college, so our emphasis is on long-term, sustainable planning and strategy to meet the objectives.? In addition to being a financial planner, Daven is a CPA, and it is his tax planning expertise that allows him to understand the complete financial landscape. Daven earned his BS from the University of Delhi, India, and a Chartered Certified Accountant certification in the UK. After migrating to the US in 1985, he earned CPA and CFP certifications. Daven lives in Pleasanton with his wife and two daughters and enjoys reading and travel. Daven is a frequent public speaker on the topic of financial planning. A key theme for Daven? Everyone can create financial abundance for themselves ? the important thing is to be committed
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Peterson Power Systems photos
Peterson Power Systems, San Leandro
San Leandro / California / United States
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Peterson Power Systems, established in 1936 and located in San Leandro, Calif., provides diesel and natural gas engines for electrical generation, industrial, temperature control, marine and trucking applications. It specializes in providing services that include customized preventative maintenance. The company offers products, such as industrial equipment, power generators, uninterruptible power systems, and switch gear and transfer switches. It also provides various products that include fuel cells, marine and truck engines, air compressors and used equipment. The company also offers fleet management services, such as fuel economy reports, power train specification reviews, maintenance recommendations and route reviews. It additionally provides 24-hour emergency power services to its clients.
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Grodin Financial Services photos
Grodin Financial Services, San Leandro
San Leandro / California / United States
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Grodin Financial Services is a financial consulting firm catering to businesses and individuals throughout San Leandro. Services are offered in wealth management and investment, insurance planning, business succession planning and more.

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United Check Cashing photos
United Check Cashing, San Leandro
San Leandro / California / United States
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H&R Block photos
H&R Block, San Leandro
San Leandro / California / United States
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Better Homes Realty photos
Better Homes Realty, San Leandro
San Leandro / California / United States
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Royal Alliance Associates photos
Royal Alliance Associates, San Leandro
San Leandro / California / United States
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OneMain Financial photos
OneMain Financial, San Leandro
San Leandro / California / United States
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CitiFinancial is the lending and mortgage brokerage department of Citibank, one of America's most popular and commonly used banking institutions. CitiFinancial helps clientele obtain personal loans, home equity loans, mortgage refinancing and more.

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World Financial Group Inc photos
World Financial Group Inc, San Leandro
San Leandro / California / United States
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World Financial Group is a financial services provider with locations throughout the U.S. and Canada. This office in San Leandro offers insurance, annuities, investment advisory services, financial planning and more.

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Bank of the West photos
Bank of the West, San Leandro
San Leandro / California / United States
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Bank of the West provides checking, savings, credit cards, mortgages, auto loans, business banking, commercial banking and more. Bank of the West pairs the mobile and online banking capabilities of a world-class global bank with the personal attention of a local bank. Member FDIC. Equal Housing Lender. Visit us at 1601 Washington Ave, San Leandro, CA 94577
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Bank of the West photos
Bank of the West, San Leandro
San Leandro / California / United States
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Bank of the West provides checking, savings, credit cards, mortgages, auto loans, business banking, commercial banking and more. Bank of the West pairs the mobile and online banking capabilities of a world-class global bank with the personal attention of a local bank. Member FDIC. Equal Housing Lender. Visit us at 15075 Farnsworth St, San Leandro, CA 94579
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E.Gs Finacial and Tax Services On Wheels photos
E.Gs Finacial and Tax Services On Wheels, San Leandro
San Leandro / California / United States
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EG's Financial Tax Service is an independent accounting firm catering to businesses and private clients. Services offered include tax preparation, financial planning and audit preparation.

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Moore West Federal Credit Union photos
Moore West Federal Credit Union, San Leandro
San Leandro / California / United States
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Moore West Federal Credit Union was formed in 1935 for the employees of Pacific Manifold Book Company. The name chosen at that time was Pamaboca Credit Union. In 1937 Moore Business Forms bought out Pacific Manifold Book Company and in turn the credit union changed its name to Moore Business Forms Credit Union. The field of membership then became all employees of Pacific division of Moore Business Forms and Rediforms office products. At that time we were a state-chartered credit union and our office was located in Emeryville California. In 1982 we changed to a federally-chartered credit union ; this change was brought about mainly due to the tax benefits, maximum loan amounts and share insurance benefits. At this time we also changed our name to Moore West Federal Credit Union, because there was another credit union with the name of Moore Business Forms who was servicing another division of Moore Business Forms 1983 saw Moore West Federal Credit Union merge in Food Service Marketing Association of Northern California ; this merge added two fairly large employer groups... Granny Goose Chips and California Pretzel. 1984 brought two more mergers ; the first was East Oakland Credit Union and few months later North Oakland Credit Union. These mergers expanded our membership to include the community of Oakland within a specified demographic area. 1987 brought us the addition of the members and employees of said members of the Newark Chamber of Commerce in Newark, California. Over the years we have added new Select Employer Groups ( SEGs ) to expand our field of membership and offer the benefits of a credit union to smaller businesses.
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