TAVISI SHARMA

Financial Associate

I’m Tavisi, a Personal CFO helping individuals, families, and small business owners take confident action with their money. Clear guidance, thoughtful strategy, and real support, so you can build financial freedom with intention.

State(s) Licensed:   CA Insurance Lic. #4415340, CO, IL, IN, MA, MO, NC, NY, TX

Languages Spoken:   English

Phone 408-391-1010
Address

505 North Brand Boulevard
Glendale, CA 91203

Book my intro appointment
TAVISI SHARMA

I’m Tavisi, a Personal CFO helping individuals, families, and small business owners take confident action with their money. Clear guidance, thoughtful strategy, and real support, so you can build financial freedom with intention.

State(s) Licensed:   CA Insurance Lic. #4415340, CO, IL, IN, MA, MO, NC, NY, TX

Languages Spoken:   English

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Location

Glendale Office

Phone:
408-391-1010

Hours

M – F: 9 a.m. – 5 p.m.

Address

505 North Brand Boulevard
Glendale, CA 91203