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Nadira Deery, MSF, CFP®

Wealth Manager
Nadira serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans for individuals, families and non-profit organizations. Nadira practices in the areas of financial, estate, retirement, risk, and tax planning, business succession and benefits and charitable giving. Her approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals. Nadira brings more than 20 years of experience in the financial services industry to her clients. Prior to joining Creative Planning, she worked as a Wealth Advisor for a global financial services firm and has spent her career serving clients with comprehensive wealth management strategies. Nadira earned a Bachelor of Science degree in Economics and Environmental Sciences from the University of Florida and a Master of Science degree in Finance from George Washington University. She is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Nadira is married and enjoys staying active with her husband and dog Hershey.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021