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Instructor

Lavina Nagar

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LAVINA NAGAR, MA, CFP®, founding president of Maya Advisors, Inc., welcomed financial planning as a second career after facing a life transition. It made her realize the importance of working with a trusted professional when life gets overwhelming, someone who cares and can provide guidance with professional objectivity. This realization underlies the focus of her practice on people undergoing their own life transitions. She believes it is an honor and a responsibility and tries her best to serve her clients with integrity and accountability. Nagar has prior experience working on solutions for investment banks and other global financial institutions. She is also an active member of the Financial Planning Association and has served on the board of the FPA-Silicon Valley as treasurer for three years and volunteers regularly for community financial planning days. She has a bachelor’s degree in mathematics and economics from Lady Sri Ram College, Delhi University; and a master’s degree in mathematics and computer science from the Indian Institute of Technology, New Delhi. She also has a Personal Financial Planning certificate from UCSC Silicon Valley.

Lavina Nagar's courses currently open for enrollment

Personal Financial Planning, Survey

Start Date End Date Units Meeting Type Cost
03-30-2022 06-01-2022 4.0 SANTA CLARA / REMOTE $800.00 Enroll