Nadia Phd
Wealth Manager at Shokohi Wealth Management Group | Denver Metropolitan Area
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Nadia, PhD, serves as a Wealth Manager at Shokohi Wealth Management Group, where she is dedicated to empowering women to navigate their financial journeys with confidence and clarity. With a specialized focus on the unique financial challenges that women face during significant life transitions—such as divorce, widowhood, and retirement—Nadia leverages her extensive expertise in retirement planning, financial services, and investment strategies to create tailored solutions for her clients.
Currently, Nadia is spearheading key projects that aim to enhance financial literacy among women, ensuring they have the knowledge and tools necessary to make informed decisions about their wealth. Her approach combines a deep understanding of securities, mutual funds, and 401(k) plans with a compassionate, client-centered methodology. By fostering an environment of trust and support, she helps women feel empowered to take control of their financial futures.
Nadia’s commitment to her clients is reflected in her ongoing professional development and her active participation in industry forums, where she shares insights on the importance of financial independence for women. As a registered advisor with LPL Financial, she adheres to the highest standards of integrity and professionalism, ensuring that her clients receive the best possible guidance in their financial endeavors. Through her work at Shokohi Wealth Management Group, Nadia is not only transforming the financial landscape for women but also contributing to a broader movement that champions financial empowerment and equality.
Founder and Executive Director at Women Inspiring a Network of Growth and Support (WINGS) in January 2015 to Present
Wealth Manager at Shokohi Wealth Management Group in May 2008 to Present
Managing Director at Sheridan Road Financial in August 2018 to September 2019
Wealth Manager at Bahr Investment Group in April 2014 to December 2015
Client Service Associate at UBS in January 2005 to May 2008
Registered Representative at UBS in August 2004 to May 2008
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Investments
Retirement
401k
Financial Services
Securities
Finance
Series 7
Financial Planning
Mutual Funds
Retirement Planning
Wealth
FINRA
Series 66
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What is Nadia Phd email address?
Email Nadia Phd at [email protected] and [email protected]. This email is the most updated Nadia Phd email found in 2026.
What is Nadia Phd phone number?
Nadia Phd phone number is +17202725999 and +13032102608.
How to contact Nadia Phd?
To contact Nadia Phd send an email to [email protected] or [email protected]. If you want to call Nadia Phd try calling on +17202725999 and +13032102608.
What is Nadia Phd net worth?
Nadia Phd has an estimated net worth of $375,000 to $499,999
What company does Nadia Phd work for?
Nadia Phd works for Shokohi Wealth Management Group
What is Nadia Phd's role at Shokohi Wealth Management Group?
Nadia Phd is Wealth Manager
What industry does Nadia Phd work in?
Nadia Phd works in the Investment Banking industry.
Nadia Phd Email Addresses
Nadia Phd Phone Numbers
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