Sasha Shteyn
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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 PLANNERâ„¢
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
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Certain services provided on an educational and guidance basis only.
