Sarah Juliet Nadiri, CFP®

VP - Financial Consultant

+1 831-622-5934

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Snr. Manager - Wealth Advisor, Schwab Wealth Advisory, 2024-2025
  • Senior Wealth Advisor, Hub Investment Partners, 2021-2024
  • Associate Advisor and Paraplanner, Regency Investment Advisors, 2018-2021
  • Sales Execution / Integrated Practice Team, Northwestern Mutual, 2016-2018

Education

  • BA, Human Communication, California State University, Monterey Bay

Personal interests and affiliations

  • Member, Estate Planning Council of Stanislaus County

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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