With a background as a former bank examiner for the Federal Reserve Bank of New York, a bond analyst with Fitch Ratings, and a history of successfully leading clients through both the 2001 tech crash and the historical 2008 financial crisis, Sadia Nabi is a special breed among financial advisors. As a financial advisor Sadia attributes her success, and that of her clients, to much more than personalized service—her dedication to the idea of stewardship.
“I take my job very personally. I’ve seen all the highs and lows of the market, from multiple professional perspectives, and I’ve witnessed the real-life impact of not one, but two financial crises on people,” Sadia explains. “My clients entrust me with their financial futures. I believe it’s important to invest my time to understand what they’re working toward before they invest their money.”
As a successful finance expert with over a decade of experience in the financial services industry, Sadia is well equipped with a powerful combination of skill, savvy, experience, and a broad perspective to serve her clients. She focuses on the serious, long-term individual investor, and she does so through a unique method deeply personalized for each of her clients—and it begins with finding out what is important to them. On this foundation, Sadia builds a specific strategy designed to help them achieve this target, and then follows an established process where they work together throughout the life of the client to help keep them on track toward their goals.
The importance Sadia places on making her clients partners in the investment process reflects her stewardship mentality. For her, managing her clients’ financial goals involves much more than parking their money in a portfolio with a specific risk profile. “While it’s important for me to understand the level of risk that each of my clients is comfortable with, it’s equally important that we work together to balance it with the steps necessary for them to reach their long-term goals,” Sadia explains. “While taking a look at their retirement goals, I also look at their life insurance and long-term care needs, and monitor their progress to help make sure they stay on track or determine if any adjustments need to be made.”
As an honors graduate with a master’s degree in energy management and policy from Columbia University and an MBA from Pace University, Sadia is a natural teacher of finance and a passionate advocate for women and women’s financial needs. Beyond her role as financial advisor for Edward Jones, she hosts seminars educating women about finances. “This is very important for me. It’s very close to my heart,” Sadia shares. “Studies reveal women are less financially literate when compared to men, so helping one woman at a time and supporting their financial literacy needs is important to me. It is a true partnership.”
Greater Westchester Area