Sasha
Shteyn
CFP®
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.
