As a native New Yorker, Sadia began her career working on Wall Street for a leading provider of business information systems, Thomson Reuters. Her experience ranges from capital markets to the insurance industry. Combining these two strengths, Sadia joined Lakeview Capital in 2020 as a Wealth Advisor.
Sadia works closely with clients to develop customized financial plans including investment management, retirement planning, cash flow needs, tax mitigation strategies, and asset protection analysis. Sadia ensures that the recommended programs encompass each client’s life goals. Sadia meets with her clients regularly and works collaboratively with their other professionals such as CPAs and attorneys. Helping people is truly Sadia’s passion.
Sadia has served on multiple nonprofit boards. Due to her love for reading and books, she currently serves on the Jacksonville Public Library Foundation. In addition, she volunteers at the Mayo Clinic, and with United Way (Real Sense) as a financial educator, she works with low income communities on the importance of financial planning and financial literacy.
Sadia has a BA in Economics from City University of New York Queens College. She lives in Jacksonville with her husband and two children. Sadia enjoys traveling with her family and enjoying the outdoors!