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, 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 5 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
- Wealth management
- Financial planning
- Tax planning
- Cash flow analysis
- Estate planning
- Purchasing/selling of a business
Tax Planning Workshop
Join us for a 3 part series designed to help you understand the four stages of retirement and how to maximize your situation at each step.
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