Kalvin Sid, CFP, MBA, CKA – Sid Financial Services

At Sid Financial Services, we are independent investment professionals dedicated to helping individuals, families, and small businesses achieve their financial goals aligned with their values. We provide financial planning, risk management, and education to support a solid financial foundation. Our diversified portfolios aim to manage market volatility, though diversification does not guarantee returns or protect against market risks.

Unlike other advisors, we offer customized strategies, understanding that each client’s needs are unique. We prioritize communication through workshops and meetings to keep clients informed of our investment strategies.

We educate clients on financial tools, helping them prioritize what matters most for their families and businesses. Our target clients are those who value regular financial management but prefer focusing on their lives instead of market research. With 20 years of experience, we help you make positive strides toward achieving your dreams!

Kalvin Sid is a registered representative with, and securities offered through, LPL Financial, Member FINRA/SIPC.