How to be your own Wealth Manager
In June, members joined Women Inspiring Leaders for a virtual event to discuss Wealth Management for Women. Watch the video here and reach out to our speakers below.
Wealth Manager Advisor at Northwestern Mutual
Jessica came to be a Wealth Management Advisor via an unexpected path. She built her first career in biopharmaceuticals serving in several validation, quality and compliance roles.
Now, Jessica loves to empower families and individuals to feel confident about their financial position and direction. She finds it very rewarding to know that she and her team are helping people reach their goals in a sophisticated and efficient way.
PhD, CDFA, CPFA
Wealth Manager at
Shokohi Wealth Management Group
Women are unique, and Nadia specializes in treating them that way: her mission is to provide women with the knowledge and tools they need to face the financial challenges that come with big life transitions like divorce, widowhood, and retirement. Her team helps provide women with a sense of confidence, knowing that their family finances are in good order – and, that they are making informed, well-educated decisions.