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Sasha Shteyn

Here to act in your best interests

About me

As a financial planning professional, 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.




Bachelor of Science, University of Texas at Dallas

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Visit one of our Locations

Los Angeles II - Torrance

21515 Hawthorne Blvd
Suite 580
Torrance, CA 90503

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Los Angeles VI - Pasadena

225 South Lake Avenue
Suite 1185
Pasadena, CA 91101

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning