Sid Financial Services

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1710 S Amphlett Blvd Ste 128
San Mateo, CA 94402
+1 (650) 378-8588
http://www.sidfinancial.com

Sid Financial Services is a San Mateo-based financial firm that offers comprehensive personal financial planning services to help clients achieve their financial goals. Led by Kalvin Sid, a Certified Financial Planner with extensive experience in investment advising, the firm collaborates with clients to develop realistic plans for retirement funding, tax minimization, and protection against potential losses. With a focus on providing powerful and thoughtful solutions, Sid Financial Services aims to address the financial concerns and challenges faced by individuals, families, and businesses.

As an independent investment adviser representative, Sid Financial Services offers unbiased advice and does not have any investment product quotas to meet. The firm assists clients in selecting investments that align with their goals, needs, and risk tolerance. With licenses to operate in multiple states, including California, Arizona, Florida, and Texas, Sid Financial Services manages clients' money so they can effectively manage their lives.

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5.017 reviews
Brianna Y.
7/24/2025

Kalvin offers comprehensive financial knowledge as we plan for a growing family, buying a home, and starting a business. Despite my own lack of financial knowledge, Kalvin was able to explain...

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Andrew K.
6/12/2018

Kalvin knows how to ask the right questions - money should be used as a tool in pursuit of dreams and fulfilment. Kalvin took the time to listen to my situation and suggest a course of action.

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Kimie S.
10/29/2013

I have worked with Kalvin for several years now. He is very knowledgeable about investment strategies. I greatly appreciate that he makes himself available to my phone calls and always offers...

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Jon W.
2/22/2018

Kalvin was a great in helping me and my fiance plan for our financial future. He is a good listener and took time to understand what our backgrounds and goals were before giving advice. We left...

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Aritra B.
3/2/2018

I spoke to several financial advisors for specific guidance on interpreting my financial profile and I found Kalvin to be the only one to offer me truly honest and thoughtful feedback. He...

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