About Us

My Passion is Creating More Financially Educated, Empowered & Secure Individuals

My passion comes from being someone that was once in financial chaos trying to raise a family of three on my own.  I'm a passionate teacher and financial planner because I have been there and was able to use education to empower my own financial future and take my future into my own hands which is my goal for you.  You're not alone and I look forward to connecting with you personally and helping you with your journey. 

 

Insurance

Insurance is essential to any comprehensive financial plan. If tragic

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Nadia Shokohi PhD, CDFA, CPFA

Certified Divorce Financial Analyst
Certified Plan Fiduciary Advisor

With over ten years of experience in the financial services industry, Nadia is a well-established and highly regarded wealth manager. Nadia has extensive experience in asset...

How Can We Help You?

Find out how we can help you reach your financial freedom

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