Anne Zastko
Financial Coach, Financial Planner

I educate and empower my clients to reach their financial goals. First, we look at all the financial parts of your life. You tell me what you have done well and what you would like to start working on. We then address the steps that we can take, one at a time, to reach your goals. I have over 22 years of financial services experience to help me coach you to realize the goals you have set for yourself. I worked on Wall Street before moving to Seattle with my family. You can save, protect and grow your wealth. Let me know if I can help you.

My role is to listen and educate. You are the decision maker. Then we make it happen!

I prefer to work with referrals from friends, clients and other professionals. I am a holistic financial planner so I need to work collaboratively with other professionals. I need to refer clients to estate planners, accountants and property and casualty professionals.

The Blake School Minneapolis, MN The University of Wisconsin Madison The American College - CFP designation program

21 years industry experience PaineWebber Manhattan PaineWebber Seattle Mass Mutual Financial