Nadia Shokhi, Wealth Manager, CDFA

Nadia Shokhi, Wealth Manager, CDFA

With over ten years of experience in the financial services industry, Nadia is a well-established and highly regarded wealth manager. Nadia has extensive experience in asset management, financial planning, insurance, retirement planning and assessments of 401K plans. She works alongside clients to help them identify, progress toward, and achieve their most meaningful financial and life goals. Nadia’s incredible life story is a portrait of what one woman can accomplish with courage, determination, and love. She received her M.S. degree from the University of Minnesota and her Ph.D. from University of Colorado. It was Nadia’s love of children that inspired her studies and also her next step to medical school at the University of Colorado where she and her husband (a long-time family friend) settled after growing up in Minneapolis. Nadia’s work as a medical student became extra challenging when she was blessed with three children in five years. Juggling work schedules and child care at home, made life very stressful. Late one night, Nadia listened to the heartbreaking news that her husband wanted a divorce. As a neonatologist Nadia loved her work in the intensive care unit, but when the divorce court judge wanted to award 50% custody of her children to her ex-husband because of Nadia’s heavy work schedule, she made a momentous decision. To keep full custody of her kids, she changed careers. She found another form of service and entered the field of financial management with the intention of helping women make life transitions. Although earning a fraction of her former income, Nadia now had her children, and her lifelong dedication to learn and excel. She continued to move forward and to shine. Today, her children are active teenagers, following in their mother’s fully-engaged footsteps. Now remarried and the mother of her new extended family, Nadia continues to pursue her career with love and dedication. Nadia’s dedication to excellence was recently recognized when she received the Women’s Choice Award®, the premier recognition award for advisers who provide quality service to their female clients from Women Certified Inc.

Wealth Manager
Divorce Financial Planning
Ph.D.
M.D.
Certified Divorce Financial Analyst (CDFA)
Series 7
Series 66
Life and Health Insurance License
Long Term Care Insurance License
Memberships: National Association of Professional Women
Christian Women Business Owners Association
Vistage International, WIFE
303.210.2607
Bahr Investment Group
11654 Laurel Lane
Parker, CO 80138
I have always been an A student in school, work, and in life, and for me, that translates into giving A+ service to my clients. Every day I look for ways to take care of them and add value to their lives. My mission to provide women with the knowledge and tools they need to face the financial issues that come with big life transitions like divorce, widowhood, and retirement.

30 minute free consultation for divorce financial planning for Untangle The Knot members