Maya Advisors, Inc of East Palo Alto

Maya Advisors, Inc of East Palo Alto is a Financial Planner in East Palo Alto, CA, located at 228 Hamilton Ave floor 3. The firm provides financial planning and portfolio management services to busy professionals, women navigating life events, and individuals preparing for retirement. As a fee-only, independent fiduciary, the practice offers discretionary and collaborative portfolio management options alongside comprehensive financial planning. It holds a 5.00 rating based on customer reviews.

Founder Lavina Nagar, CFP®, established the firm in 2007 after more than fifteen years in the financial services industry at corporations including Reuters, Sungard, and Misys. Her background includes dual Masters degrees in Mathematics and Computer Science from the Indian Institute of Technology (IIT) Delhi and an undergraduate degree in Mathematics and Economics. The practice focuses on guiding clients through life transitions, offering objective guidance and accountability to help individuals achieve their financial goals. Nagar is an active member of the Financial Planning Association and has served on its Silicon Valley board.

The firm sits on Hamilton Ave, roughly a tenth of a mile from the Pacific Art League and Palo Alto City Hall.

BizScoreAI awards a perfect 100 out of 100 for Content Quality, meaning the website answers customer questions clearly so AI assistants can quote it directly. It also receives a 92 out of 100 for Technical score, ensuring the site is secure and readable by search engines without errors.