Sasha

Shteyn

CFP®

picture of a planner

Here to act in your best interests

About me

As a financial planning professional since 2003, I recognize that my role is not only that of an advisor, but also a coach, confidante and friend. My goal is to improve my clients' financial well-being and help them to achieve quality of life now and in retirement by tailoring meaningful solutions to their unique situations. Outside of work, I enjoy spending time with my husband, son and daughter. We love to travel, explore new places, read, learn, stay active and spend time outdoors.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Business Administration - University of Texas at Dallas

Visit one of our Locations

Dallas I - Dallas

13727 Noel Road

Tower 2, Suite 1075

Dallas, TX 75240

Los Angeles VI - Pasadena

225 South Lake Avenue

Suite 1185

Pasadena, CA 91101

Los Angeles II - El Segundo

1960 E Grand Avenue

Suite 710

El Segundo, CA 90245

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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