About Sid Financial Services, LLC
Sid Financial Services is an independent financial advisory firm led by Kalvin Sid, CFP®, MBA, CKA®. The firm is built around a personalized philosophy that recognizes each individual, family, and small business as having different financial circumstances, goals, values, and priorities. Kalvin Sid has been working in the financial services industry since 1992 and developed his professional identity around educating people about money and helping them make informed financial decisions. He holds a bachelor's degree in Business Economics from UCLA, an MBA in finance from USC's Marshall School of Business, and the CFP® certification.
Services
College Fund Planning Retirement Planning Wealth Management Tax Managed Investing Estate Conservation Risk Management Financial Management Charitable Giving Asset PreservationReviews
I have been investing with Kalvin over the past three years and appreciate his knowledge and guidance. He offers various investment options but doesn’t pressure you to buy into a particular product. He cares for his clients and wants to ensure that they are taken care of. If you are just starting out or want to review your current investment strategy, I would recommend speaking with Kalvin.