Mark Astrinos (CRD# 6035365) is an Investment Advisor Representative working at Libra Wealth LLC in Los Gatos, CA and has over 11 years of experience in the finance industry. Mark Astrinos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Libra Wealth LLC | San Francisco, CA | Mar 2017 - Current | 7 |
| Chamberlain Financial Planning & Wealth Management | Santa Cruz, CA | Jan 2018 - Dec 2020 | 2 |
| Vista Wealth Management, LLC | East Palo Alto, CA | May 2012 - Feb 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
- CA
- TX
-
Total Assets Under Management407MILLIONS
-
Total Number of Accounts545ACCOUNTS
-
Average Account Value$746,567
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, ID, TX
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