Sasha Shteyn in Pasadena

Περιγραφή

As life evolves, financial situations often become more layered and increasingly complex. It’s during these times that the insight of a trusted advisor is not just beneficial – it is essential. For over 20 years I have served as an advisor, a coach, confidante and sounding board to help guide families and clients through pivotal financial decisions. I also work collaboratively with my clients’ tax professionals and estate planning attorneys to make sure every aspect of their financial life is thoughtfully coordinated. My clients often tell me they feel more confident, empowered, and at peace after we’ve worked together. While that emotional reassurance is deeply meaningful, I also measure success by the real progress we make—especially when I see their goals come to life and witness the lasting, positive impact it has on my clients and their families. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.