Niina Bagdasar

Niina Bagdasar


Niina Bagdasar is a certified financial planner and financial coach. She has been advising people on financial matters for over 20 years. Her passion is financial coaching from a holistic perspective. That is, she offers her clients a much wider scope than just financial planning. This “wide and deep” perspective helps uncover limiting beliefs that interfere with good financial skills. For example, she helps people understand that their attitudes about money were learned when they were 5-8 years old and oftentimes, weaknesses in a persons’ money issues are caused by a blind spot in a totally different area of their lives. She is able to help people understand those issues and then find solutions that address the limiting beliefs they might have and offer practical strategies to manage their money. Niina loves people more than money and that philosophy shines through her conversation!