Practitioner's Profile

Daven Sharma, Principal

Email:
dave@daviscocpas.com


Daven Sharma, PrincipalDaven S. Sharma, CPA, CFP® began his financial services career in 1993. After working with various brokerage firms, he founded Strategic Advisors, Inc., to provide fee based financial planning and wealth management services to individuals and businesses. Strategic Advisors, Inc. is registered with State of California as an Investment Adviser.

  • Daven earned his Bachelor of Science from University of Delhi, India, and Chartered Certified Accountant from U.K. After migrating to United States in 1985, he obtained his CPA and CFP® certifications. He worked with large corporations like Bank of America and Metlife, before acquiring Davis & Company, a CPA firm, to provide Tax and Accounting services to individuals and businesses. Strategic Advisors, Inc. was established in 2007 to provide Financial Planning and Wealth Management services to new and existing clients.

 

Daven believes in the concept of lifetime financial planning, as opposed to taking a random approach to financial matters. This is accomplished by first creating a financial plan that identifies areas of strength, weakness, risk and opportunities. Product and portfolio recommendations are made in line with the intent to help the client achieve their lifetime financial goal. The plan is reviewed and adjusted, at least annually, or whenever there is a significant change in Client’s situation. As a proponent of simplified Asset Allocation methodology of investing, Daven is NOT controlled by the daily news of the market. His guiding principle is to stay fully invested in the market at all times, using various asset classes, periodic rebalancing, and minimizing the investment expenses with low cost funds and minimum trading activity.

 

Providing financial education to clients is an integral component of providing excellent service. To accomplish this, Strategic Advisors, Inc. conducts educational financial seminars periodically in and around Bay area. Attending participants have given high marks to the quality and presentation of these seminars.

Daven lives in N. California with his wife and two daughters. In his spare time, he enjoys reading and travel.



Our office is conveniently located in San Leandro, just walking distance from the Bayfair Bart station -

15200 Hesperian Blvd., Ste. 202
(intersection of Hesperian and Thornally, State Farm Insurance building)
San Leandro, CA 94578
Telephone: 510-278-0915
Fax: 510-278-9433