Mark Astrinos (CFP®, CPA/PFS, RLP)
Mark Astrinos focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Tax Planning
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
We have over a decade of experience in the Silicon Valley serving clients that range from entrepreneurs and young professionals to Fortune 500 executives and retirees. Clients benefit from our personal strengths in trend analysis, research, attention to detail, and creative customization of personalized solutions. At Libra Wealth, strong technical tax expertise is rigorously applied to all investment and financial planning recommendations, with the objective of minimizing tax exposure.
Clients are encouraged to be true collaborators in the planning process. We guide them in exploring their current circumstances, motivating values, and objectives in order to craft a unique financial strategy. We provide up-to-date relevant resources to help clients understand the options, opportunity costs, and risks of each choice in order to make well-informed decisions. We strive to organize and streamline all aspects of our clients’ financial life, both “macro” (investments, insurance, retirement, estate planning) and “micro” (income, spending, savings, taxes). Our goal is to ensure that every client feels at ease — confident in the advice of a respected professional.
Additional Information
Your Money.
Your Life.
In Balance.
Your money is an integral part of your life. Although Libra Wealth is first and foremost your financial planning partner, we are also Registered Life Planners. We want to help you understand what money means in the context of your life. After all, a plan pointed in the wrong direction is like an airplane on the wrong flight path; you may arrive at the final destination (e.g. retirement) only to find out it's not where you wanted to be. At Libra we are passionate about helping you use all your resources (financial and human capital) not just to live, but to thrive. Financial planning isn't just about savings, budgets, deprivation, and sacrificing, although it often requires these.
The true purpose of financial planning is helping you live your best life in a balanced, thoughtful way, using the resources you have. It's about maximizing the output (life) for each resource input (time, money, energy). By missing this point, you may miss the entire purpose of having a plan, which could lead to regret. Financial Life Planners are in the business of helping you lead your best life now and in the future, but getting there requires thoughtful reflection. Libra’s purpose is to support the fulfillment of your life plan.
NAPFA Start Date
November 06, 2017
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