S. Iqbal Email & Phone Number
Founder, Financial Life Planner
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S. Iqbal Location
- San Francisco, CA, US
S. Iqbal Work
- Founder, Financial Life Planner @ Nasira Financial - (RIA) (January 2019 - Present)
- Financial Planner Consultant @ Nasira Financial (December 2016 - December 2018)
- Client Associate @ (April 2016 - September 2016)
- Financial Planner @ (May 2010 - April 2016)
- Budget Commitee chair @ Glenridge Cooperative (May 2013 - May 2015)
- Financial Planner Consultant @ Corrigan Financial, Inc. (January 2012 - February 2012)
- ParaPlanner @ (June 2009 - December 2009)
S. Iqbal Education
- Golden Gate University, Edward S. Ageno School of Business
M.S. AFPFLP (Advance Financial Planning & Financial Life Planning)
2017-2021 - University of California, Berkeley
Certificate in PFP (Personal Financial Planning)
2006-2008 - City College of San Francisco
Certificate in Computer Programming (Computer Science)
2000-2002 - First Computers, Bangalore, India
Certificate in E-commerce (Advance Diploma in Computer Integrated Management, Computer Science)
1998-1999 - Mount Carmel Institute of Management, Bangalore University
Bachelor's degree (Business Management & Finance)
1996-1999
S. Iqbal Skills
- Investment Advisory
- Strategic Financial Planning
- Investments
- Portfolio Management
- Mutual Funds
- Asset Managment
- Equities
- Education Funding
- Wealth
- Financial Advisory
- Asset Allocation
- Financial Planners
- Investment Management
- Investment Strategies
- Financial Planning
- Wealth Management
- Retirement Planning
- Estate Planning
- Financial Services
- Alternative Investments
- Personal Finance
- Wealth Management Services
- Planning
- Flowers
- Sales
- Finance
- Regional Planning
- Strategic Financial
- Retirement
S. Iqbal Summary
- S. Iqbal, based in San Francisco, CA, US, is currently a Founder, Financial Life Planner at Nasira Financial - (RIA). S. Iqbal brings experience from previous roles at Nasira Financial, Mercer Advisors, D. A. Flowers and Company, Financial Planning and Investment Management and Glenridge Cooperative. S. Iqbal holds a 2017 - 2021 M.S. AFPFLP in Advance Financial Planning & Financial Life Planning @ Golden Gate University, Edward S. Ageno School of Business. With a robust skill set that includes Investment Advisory, Strategic Financial Planning, Investments, Portfolio Management, Mutual Funds and more. S. Iqbal has 3 emails on RocketReach.
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S. Iqbal
Founder, Financial Life Planner
San Francisco, CA, US
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