S. Nasira Iqbal

I am blessed to have been in the financial planning profession, “a true helping profession,” for over 12 years of my life. My mission is to remove the misconception about financial planning that is it’s discretionary, a luxury for the well-heeled. Financial planning is elemental for all. Most importantly, my vision is to coach people holistically in their financial life plan that weaves together their financial goals with their life goals and leads them on a journey of pursuing comfortable and happier lives.

I was a Dean’s Honor list graduate of UC Berkeley extension, earned a Certificate with Distinction in Personal Financial Planning, and am a Certified Financial PlannerTM. My belief has always been that there is more than just numbers in financial planning. Hence, I pursued a master’s in Advanced Financial Planning with a concentration in Financial Life Planning and earned a master’s degree with the highest honors at Golden Gate University. And I have a bachelor’s degree in Business Management and Finance from Bangalore University.

My Passion & Interest is giving back to the financial planning profession and continuing to be a fee-only planner (fee-only meaning I am compensated directly by each client, which is the only compensation I receive). It was an honor to serve on the San Francisco Financial Planning Association (FPA) board as the President (2020) and Chairperson (2021). I dedicatedly participate in many of the financial planning pro bono efforts. In my spare time, I enjoy wandering & hiking in nature, traveling around the world, learning about different cultures, and exploring my culinary interests.

In my spare time, I enjoy wandering & hiking in nature, traveling around the world, learning about different cultures, and exploring my culinary interests.