Asta Sanders
EMPOWERED RETIREMENT
Roseland, NJ 07068
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CRD#: 3245750
Professional summary
Asta Sanders, CFP®, who also goes by Asta Kuplyte, Asta Zvirbliene, is a registered financial advisor currently at EMPOWERED RETIREMENT, INC. located in Roseland, New Jersey.
Asta is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Asta has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Biography
I have been in the business for over twenty years, but it was never my goal to win the popularity contest between advisors. I believe that my time is spent the best on helping my clients with whatever challenges they face. Maybe your yearly tax review will uncover that you should use a much different strategy to transfer some assets to your children, maybe your investments were placed in the wrong accounts, or perhaps you need to figure out the most beneficial way to start taking social security or it is time to navigate Medicare options. Should you do a Roth conversion this year, if so, how much? Should you move your assets to the trust? Have you looked at your healthcare proxy lately? Do you even have one? My job is to answer these and many more questions that my clients face every day.
If you are looking for an advisor that wants to be on CNBC one day and radio show the next, or who spends his or her time entertaining journalists, and only care to increase the number of clients, that would not be me. But if you are looking for an advisor who cares about your financial wellbeing, who knows your birthday and the names of your children and grandchildren, and who spend most of her free time educating herself on constant changes in different laws that can have a substantial impact on client lives, then I would love to have you as a client.
My only goal is to design the best possible lives for our clients by applying my expertise and know-how, so you don’t have to learn it all, but instead, you can spend your time getting a return on your life, while we get a return on your money. Life is not a dress rehearsal after all!
In my free time, I enjoy spending time with my husband and my kids. You are most likely to find me on a hiking trail, kayaking, skiing, gardening, or enjoying a good book.
Question & Answer
What are your service offerings?
Tax Planning
Investment Planning
Retirement Income Management
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Corporate Executives
Real Estate Investments
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Asta Kuplyte | Asta Zvirbliene
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
EMPOWERED RETIREMENT INC / INVESTMENT RELATED / ROSELAND NJ / REGISTERED INVESTMENT ADVISOR / OWNER / MAY 2015 / 150 HOURSE PER MONTH / 100% DURING TRADING HOURS AJS LEGACY HOLDINGS LLC / NON INVESTMENT RELATED / LIVINGSTON NJ / REAL ESTATE/ OWNER / DEC 2021 / 20 HOURS PER MONTH / 50% DURING TRADING HOURS Origin Financial/ Investment Related San Francisko, CA /RIA/ Contract Planner/Jan 2022/50 hours p/m/100% during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Asta Sanders's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
January 20, 2017 - Present
EMPOWERED RETIREMENT, INC.
Office #1: 101 Eisenhower Pkwy Suite 300, Roseland, NJ 07068RIA
CRD#: 169389
Roseland, NJ
Past
January 31, 2022 - January 4, 2024
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
LIVINGSTON, NJ
Past
May 12, 2015 - December 31, 2016
EMPOWERED RETIREMENT, INC.
RIA
CRD#: 169389
MORRISTOWN, NJ
Past
September 6, 2005 - September 12, 2012
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
FAIR LAWN, NJ
Past
September 6, 2005 - September 12, 2012
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
FAIR LAWN, NJ
Past
November 23, 2004 - September 20, 2005
RYAN BECK & CO.
RIA
CRD#: 3248
FLORHAM PARK, NJ
Past
November 23, 2004 - September 20, 2005
RYAN BECK & CO.
BD
CRD#: 3248
FLORHAM PARK, NJ
Past
May 10, 2004 - October 4, 2004
BNY MELLON SECURITIES CORPORATION
RIA
CRD#: 231
PARAMUS, NJ
Past
May 10, 2004 - October 4, 2004
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
NEW YORK, NY
Past
April 18, 2000 - May 5, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MORRISTOWN, NJ
Past
July 19, 1999 - May 5, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/30/2024)
IAR
New Jersey(1/20/2017)
IAR
Texas(2/8/2017)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
EMPOWERED RETIREMENT, INC.
EMPOWERED RETIREMENT, INC.
CRD#: 169389 / SEC#:
California
Registered Investment Advisory firm - (5/30/2024 Approved)New Jersey
Registered Investment Advisory firm - (1/18/2017 Approved)Texas
Registered Investment Advisory firm - (2/8/2017 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 Eisenhower Pkwy Suite 300, Roseland, NJ 07068
Mailing Address
Phone number
(973) 709-2244
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 293 |
| AUM (Assets Under Management) | $ 95,275,477 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
