Profile

Mark Astrinos, CPA/PFS, CFP

Phone: (415) 997-0758
Fax:

Biography

Mark Astrinos, CPA/PFS, CFP, RLP, is the principal and founder of Libra Wealth in San Francisco, CA. Prior to starting Libra, he spent over a decade working for some of the most prominent CPA and Wealth Management firms in the country. His clients include entrepreneurs, young professionals, Fortune 500 executives, and retirees. Drawing from his tax and business background, he helps clients navigate investment decisions and life transitions. As a Registered Life Planner, Mark works with clients to design a plan that creates wealth while keeping all other aspects of life in healthy balance.

Organizations

Principal & Founder
Libra Wealth
San Francisco, CA

Credentials Held

Personal Financial Specialist (PFS) Credential

CPA Licenses Held

CaliforniaSince 06/15/2010

Education

Areas of Expertise

Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services
Tax
   Employee Benefits
   Individual Income Taxation