Sarah Nadiri, CFP®

Senior Wealth Advisor 

Contact Information

548 W Cromwell Ave. Ste. 101 Fresno, CA 93711
Phone: 559-579-1126 | Fax: 512-306-9959


Sarah Nadiri is a Senior Wealth Advisor who offers custom financial planning and investment management services to her clients in the Greater Fresno area. She believes every person deserves clear and meaningful financial solutions, delivered in easily understood terms. As an advisor at TCG Advisory Services, LLC, a HUB International company (TCG), a fiduciary and fee-only registered investment advisor, Sarah’s core value is to remain a responsible steward of her client’s financial assets.

Sarah graduated Cum Laude from California State University, Monterey Bay in 2014 with a Bachelor’s degree in Human Communication. She kicked off her financial services career while living in New York City, where she worked for a large life insurance company and broker-dealer. Throughout her five years of practicing financial planning and investment management, Sarah has helped dozens of clients to reduce their management fees, improve their tax strategies, and implement productive financial plans. With her forward-thinking approach, Sarah’s investment and service expertise has resulted in greater financial security for her clients in New York City, San Francisco, and now in her hometown of Fresno.

Sarah and her husband, Ashkan Nadiri, are avid outdoor adventure seekers. When Sarah isn’t helping clients, she and Ashkan can be found hiking the foothills of Fresno, paddle boarding the waters of South Lake Tahoe, or backpacking the mountains of Big Sur. Originally from Fresno, Sarah can also be found volunteering or fundraising for local community organizations like the Holy Cross Center for Women and Saint Agnes Medical Center.

Areas of Focus

  • Seniors
  • Long Term Care Planning
Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.

*Some of the services listed above may be provided outside of HUB International and its affiliates.

Connect with Sarah

Helpful Resources

b3lineicon|b3icon-file-image||File Image

Read our Blog


View Upcoming Events


More Services

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.