"Nothing is more satisfying to me than helping my clients transition into retirement. They have worked for years to build the life they want, and to know that I was there to help guide them is why I do this."
I am a Partner at Astra Wealth Management Group and assisting clients anyway I can before and during retirement is my main goal. While every client's needs may be slightly different, helping them work to accomplish their goals is a constant. Over my 30 years of practicing wealth management, there have been a ton of highs: from retirement parties, college graduations, birth of a grandchild, the list goes on. Unfortunately, there have also been some lows: the death of a parent, unexpected illness, plans not working out the way client's had hoped. But through all of this, it was my mission to be there and do everything in my ability to help.
If you are looking for someone to assist you in managing your assets, give my team and me a call. We'd love to be there for the milestone moments in your life as well.
CA Insurance License Number: 0K35140. Resident State TX.