Saz Shrestha

Credentials:
  • CFP®
  • MBA

Focus: Insurance Strategies, Retirement Income Planning, Risk Management Strategies, Investment Strategies, Business Owners, Business Succession Planning, Group Benefits, Estate Planning, LGBTQ

Languages: English

As a Certified Financial Planner™ practitioner, I provide a comprehensive goal-based strategy to address all aspects of your finances. Whether you are a small business or an individual, I can assist you in the following areas:

  • Retirement Planning (401k, IRA, ROTH, etc.)
  • Education Planning (529 plans, College funding, etc.)
  • Investment Planning (Custom portfolio design based on your risk tolerance and investment objective)
  • Risk Management (Life insurance, Disability insurance, Long-term care insurance, Buy/Sell Agreement Funding, )
  • Cash Flow Management (Budgeting, Savings, etc.)
  • Fee-based Financial Planning (Includes a comprehensive financial plan that covers all aspects of your finances)

Education

MBA - Southeast Missouri State

Community Involvement

Board of Directors - Asian American Chamber of Commerce

See Saz’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Saz

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Synergy Wealth Solutions

Main Office

16150 Main Circle Drive Suite 400
Chesterfield, MO 63017-4689

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CRN202207-267841