Nadia Sadegh
Financial Services Consultant
- Role
- Financial Services Consultant at National Life Group
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Nadia Sadegh
As a first generation scholar, I firsthand witnessed the financial hurdles faced by my family adapting to a new economy. This early exposure fueled a strong determination to understand the US monetary system, with a particular focus on the influence of sales and human psychology. Now, I leverage this unique perspective to help diverse clients from all walks of life, understand their current situation, envision their future goals, and see how my services can bridge the gap between the two.
Experience
Financial Services Consultant
Apr 2024 — Present · San Francisco, CA, US
Implementing financial services to accountant\'s practices (CPAs) and decreasing their small business owner clients tax liabilities by 20%-35%• Forming tax deductible retirement plans such as SEP IRA, 401(k), profit sharing and defined benefit plans for business owners.• Advising clients with the most suitable coverage based on health, age, risk tolerance and time horizon.
Education
San Francisco State University
Business Administration: Concentration in Finance
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