Kalvin Sid

At Sid Financial Services, we empower individuals, families, and small businesses to achieve their financial goals through personalized financial planning and mindful money management. We understand that your financial future is unique, and we tailor our strategies to align with your individual needs, values, and aspirations.

Who We Are

Kalvin Sid, CFP, MBA, CKA, is the founder and principal planner of Sid Financial Services. With extensive experience in financial planning, investment management, and risk mitigation, Kalvin helps clients navigate the ever-changing financial landscape with clarity and confidence.

Our team is joined by Inese Pevzner and Lily Lee, seasoned professionals dedicated to providing personalized and attentive client service.

Our Services

We offer a comprehensive range of financial services, including:

• Financial Planning: Goal-based planning to address your financial aspirations, covering retirement planning, investment management, estate planning, and tax optimization.
• Investment Management: Diversified portfolio construction and ongoing monitoring for long-term goals.
• Risk Management: Comprehensive assessment and mitigation strategies to safeguard your financial security.
• Tax Planning: Utilizing tax-advantaged strategies to minimize your tax burden.
• Retirement Planning: Maximize your retirement plans and achieve desired outcomes.
• Estate Planning: Create a solid estate plan to ensure your wishes are respected after your passing.
• Small Business Planning: Specialized guidance to help you manage your business finances and achieve financial stability.

Why Choose Sid Financial Services?

• Personalized Approach: We take the time to understand your unique needs, goals, and financial situation.
• Client-Focused: We prioritize open communication and collaborate with you every step of the way.
• Transparency: We provide clear and concise explanations of your plan and financial options.
• Long-Term Relationships: We forge lasting partnerships with our clients, offering ongoing support and guidance.
• Independent & Experienced: As an independent practice, we are not beholden to any specific financial institutions, allowing us to make recommendations that are truly in your best interest.