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Saz Shrestha, CFP®

Saz Shrestha, CFP®

Financial Advisor

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 aspect of your finances)