Mark F. Astrinos
LIBRA WEALTH
Los Gatos, CA 95032
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CRD#: 6035365
Professional summary
Mark Francis Astrinos, CFP® is a registered financial advisor currently at LIBRA WEALTH LLC located in Los Gatos, California.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Mark has worked at 3 firms and has passed the Series 65 exam.
Core Areas of Focus
Business Owners
Corporate Executives
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing Management
Tax Planning
Biography
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.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
Estate Planning
Insurance Planning
Investment Planning
Employee and Employer Plan Ben...
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Francis Astrinos'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: 2014
Experience
Current
April 27, 2017 - Present
LIBRA WEALTH LLC
Office #1: 16185 Los Gatos Blvd Suite 205, Los Gatos, CA 95032RIA
CRD#: 288098
Los Gatos, CA
Past
January 18, 2018 - December 31, 2020
CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT
RIA
CRD#: 142879
SANTA CRUZ, CA
Past
May 1, 2012 - February 23, 2017
VISTA WEALTH MANAGEMENT, LLC
RIA
CRD#: 110252
EAST PALO ALTO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LIBRA WEALTH LLC
CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | LIBRA WEALTH LLC
CRD#: 288098 / SEC#: 801-120883
RIA
Registered Investment Advisory firm - (4/21/2021 Approved)California
Registered Investment Advisory firm - (6/4/2021 Terminated)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(4/27/2017)
IAR
Texas(11/2/2021)
Current Firm
LIBRA WEALTH LLC
CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | LIBRA WEALTH LLC
CRD#: 288098 / SEC#: 801-120883
RIA
Registered Investment Advisory firm - (4/21/2021 Approved)California
Registered Investment Advisory firm - (6/4/2021 Terminated)PREMIUM
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Contact information
Main Address
16185 Los Gatos Blvd Suite 205, Los Gatos, CA 95032
Mailing Address
Phone number
(408) 721-1633
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 814 |
| AUM (Assets Under Management) | $ 639,843,347 |
Red Flags
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Company Information
LIBRA WEALTH LLC
CRD#: 288098Los Gatos, CA 95032TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
