src="https://www.facebook.com/tr?id=321039863147341&ev=PageView&noscript=1"

Congratulations to Sarah Nadiri

January 4, 2022
It’s our honor to announce that our very own Sarah Nadiri passed the CFP® board exam and is now a CERTIFIED FINANCIAL PLANNER™ professional.

A CERTIFIED FINANCIAL PLANNER™ professional is a financial advisor who acquires a highly regarded certification for financial planning knowledge. In addition to passing the exam and abiding by a set of ethical standards set by the Certified Financial Planner Board of Standards, CFP® professionals are required to have several years of experience in financial planning beforehand.

CFP® professionals are held to a fiduciary standard, which means that they must act in their client’s best interest. They typically begin by addressing your financial goals and evaluating your financial status and whether or not you are in a position to take risks. Some of the ways a CFP® professional offers help is by giving you input on what to invest in, how to save for home down payments, and planning for your future retirement.

Earning your CFP® certification shows that you are committed to stepping up your game and providing excellent service to those in need, working in your clients best interests at all times.

Congratulations to Sarah Nadiri for earning her CFP® certification!

Schedule a meeting with Sarah.

Find an advisor

You don’t have to figure things out on your own. Click below to get matched with an advisor.

Get started →

Retirement Readiness Analysis

Schedule a meeting with a Retirement Plan Specialist find out your retirement income gap and when you can afford to retire.

Schedule now →

A Better Small Business 401(k)

Don’t let your employees pay high fees and get stuck with bad investments. Request a no-cost analysis today!

Request a demo →

Connect with Us

Related Posts

0 Comments

0 Comments

Submit a Comment

Your email address will not be published.

5 × 1 =

DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.