MassMutual financial professional.

Saz Shresthaemail

Synergy Wealth Solutions

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

  • Professional Story

    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

  • Languages:
    • English

  • Credentials:
    • CFP®
    • MBA

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

  • Online Services

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

See Saz’s Licenses and Disclosures

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