Kalvin Sid, CFP®, MBA

CONNECT

Address:

1700 S. Amphlett Blvd Ste 218
San Mateo, CA 94402

Phone:

650-378-8588

Fax/Other:

650-378-8589

Kalvin Sid, CFP®, MBA, CKA®

Kalvin Sid, CFP®, MBA, CKA®

Owner / Principal Planner

Kalvin started working in the financial services industry in 1992 where he discovered he has a passion for teaching his friends and co-workers about money and helping them get out of debt.  He has a bachelor in Business Economics from UCLA and an MBA in finance from the Marshall School of Business from USC.  He has achieved the CFP©certification which the Wall Street Journal rates as the gold standard in personal financial planning. He is a member of the Financial Planning Association of Silicon Valley where he helps coordinate pro bono events at the San Mateo library.

Kalvin met his lovely wife Karen at a church singles fellowship and they have two energetic daughters Saphina and Siena. They enjoy taking day trips as a family or even just going to Costco for a churro. He likes to play board games with his family and they like to read together. Kalvin enjoys watching and playing most sports, especially basketball, tennis, and golf. He is a big UCLA Bruins basketball fan and SF 49ers and has recently jumped on the Golden State Warriors bandwagon like every other Bay Area native. Kalvin runs the stewardship ministry committee at his church.

Phone 650-378-8588
Fax 650-378-8589
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck