Abundance Advisers is a financial planner in San Leandro, CA. The firm works with individuals and families on retirement planning, Roth IRA conversions, estate planning strategies, and long-term care planning, and also serves client groups including independent women, multigenerational families, pre-retirees, professionals, and people in transition. Insurance services form a second core focus, covering annuities, fixed indexed annuities, indexed universal life insurance, life insurance, disability insurance, critical illness insurance, long term care insurance, lifetime income planning, mortgage protection insurance, and safe money options. The firm is led by Daven Sharma, a CPA and Certified Financial Planner who also serves as owner and president of Abundance Insurance Solutions, Inc. The office sits on Hesperian Boulevard, about a tenth of a mile from Estudillo Canal, roughly a quarter mile from the Bay Fair train station, and around a third of a mile from Western Career College. The address at 15200 Hesperian Blvd is in Suite 202.
Browse: Businesses in San Leandro, CA · Financial Planner in California · Businesses in California
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