Nadia Shokohi is passionate about making a difference in the lives of others, and she has been a financial planner since 2004. Nadia joined Sheridan Road in 2018. She strives to be a long-term counselor to her clients by educating them and developing their knowledge base from which they can form realistic expectations and a disciplined investment program.
Employing a client-focused planning process, Nadia begins with a discovery meeting to identify the client’s unique goals and financial situation. She then builds a customized strategy to address their financial situation and goals, and once the plan is implemented, an ongoing process is established to review the plan and re-confirm the client’s objectives as they pass through the stages of life. Clients can expect Nadia to build long-term relationships that engender trust and confidence by acting in the best interest of her clients and providing objective financial advice tailored to their needs.
Nadia strives to positively affect the lives of her clients on a personal and professional level. To that end, she has earned several advanced designations that deepen her specialization, such as the Certified Plan Fiduciary Advisor (CPFA) and the Certified Divorce Financial Analyst@ designation from the Institute for Divorce Financial Analysts. As a CDFATM she is trained to provide financial information and assistance to people going through a divorce as well as their legal representatives by evaluating the financial and tax implications of dividing property, settlement options and child and spousal support. She is also very active within the financial community working with a number of associations including National Association of Professional Women, American Retirement Association and Colorado Bar Association. Nadia earned her PhD. from the University of Colorado, School of Medicine, and her MS from University of Minnesota.
Nadia is the founder of a Non-Profit Organization-Women Inspiring a Network of Growth and Support (WINGS) and is a leader in her community. She is very involved in philanthropy work for causes that are especially meaningful to her. Some of those organizations include The Women’s Institute for Financial Education, Denver Women’s Crisis Center and Samaritan House.
When she is not working, Nadia’s greatest joy is spending time with her family. She also enjoys keeping her mind and body active by Running, Reading and traveling to new places.