Saz Shrestha

  • CFP®

Focus: Insurance Strategies, Investment Strategies, LGBTQ, Business Owners

Languages: English

Who Am I?

I came to this remarkable country when I was 17 in search of a quality education and better opportunity. As a young immigrant, I quickly learned the value of adapting to my ever-changing environment. I believe, with hard work and the right attitude anything is possible in this great nation of ours.


What do I do?

I take my clients from where they are to where they want to be financially. I do so by using a process of understanding their needs, analyzing the possible solutions, and making effective recommendations, all while carefully guiding them through each step.


What is my Financial Planning Process?

It involves:

  • Carefully listening to my clients and understanding their unique situations
  • Appraising their financial needs, goals & concerns
  • Providing tailored solutions to address their specific situation
  • Creating a smooth and simple implementation process with guidance during each step


What sets me apart?

I serve as your advocate. As your advisor, I work on your behalf to keep up with the ever changing financial industry and to help you adapt accordingly. As a student of my craft, I seek to deepen my knowledge and expertise providing you with expert recommendations and services. I am passionate about my job and I love what I do. Getting to know you and seeing you as my client succeed and knowing that I made a difference in your life is what makes this job my life’s calling.


What type of clients do I serve?

  • Professionals who are seeking to protect, grow and enjoy their wealth through a thoughtful, creative process.
  • Baby boomers who are looking to retire soon and who want to create a comprehensive retirement-income strategy to help achieve their retirement goals.
  • Families who would like a comprehensive financial strategy to fund college, prepare & invest for retirement and create a dynamic insurance program to protect their loved ones.


See Saz’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Saz

Synergy Wealth Solutions

Main Office

16150 Main Circle Drive Suite 400
Chesterfield, MO 63017-4689

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