Mark Astrinos

CFP®, CPA/PFS, RLP®

Libra Wealth

Financial Life Planner | Investment Advisor

Contact Me

Mark Astrinos

CFP®, CPA/PFS, RLP®

Libra Wealth

Financial Life Planner | Investment Advisor

I’ve dedicated myself to helping clients like you achieve financial wealth and peace of mind. Learn how almost every facet of your life can be more rewarding at the same time as your nest egg is growing. - Mark Astrinos, CFP®, CPA/PFS, RLP®

Contact Me

(415) 997 0750

Website

Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country

Mark Astrinos is a San Francisco, CA fee-only financial planner. Libra Wealth provides a suite of financial planning and investment management services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mark Astrinos is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Mark Astrinos brings to each Libra Wealth client a significant depth of experience in a range of professional certifications (list below). In addition, clients benefit from his personal strengths in trend analysis, research, attention to detail, and creative customization of personalized solutions. At Libra Wealth, strong technical tax expertise is rigorously applied to all investment and financial planning recommendations, with the objective of minimizing tax exposure.

Clients are encouraged to be true collaborators in the planning process. Mark guides them in exploring their current circumstances, motivating values, and objectives in order to craft a unique financial strategy. Mark provides up-to-date relevant resources to help clients understand the options, opportunity costs, and risks of each choice in order to make well-informed decisions. Mark Astrinos strives to organize and streamline all aspects of his clients’ financial life, both “macro” (investments, insurance, retirement, estate planning) and “micro” (income, spending, savings, taxes). His goal is to ensure that every client feels at ease — confident in the advice of a respected professional.

Education and Certifications:
CFP® - Certified Financial Planner
CPA - Certified Public Accountant
PFS® - Personal Financial Specialist
RLP® - Registered Life Planner
BSC in Accounting, Cum Laude - Santa Clara University

Mark Astrinos is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Welcome to Libra Wealth – an independent, fee-only financial advisory firm in San Francisco, California. Although based in the Bay Area, video-conferencing technology allows us to service clients across the country.

We bring up-to-date advice in the areas of tax, investments, behavioral finance, and positive psychology, giving you a framework for allocating your precious time and resources, achieving your financial goals, and enjoying your life along the way.

Our mission is to inspire, educate, and empower you to create true wealth and align your money with the life you want to lead.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Mark Astrinos is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Mark Astrinos is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Mark Astrinos is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

  • CPA/PFS - Personal Financial Specialist
    Mark Astrinos is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

  • Kinder Institute
    Mark Astrinos Has Received the RLP® Designation at the The Kinder Institute of Life Planning

    The Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.

Contact Mark Astrinos

(415) 997 0750

Schedule a Call With Me
Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 388 Market Street
    Suite 1300
    San Francisco, CA 94111

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser