Stacy Hering Astor
Stacy Hering Astor is the owner and founder of Astor Financial Group. With over 30 years in the financial services industry, Stacy’s business philosophy is all-inclusive and team-based. She believes in meeting clients “where they are at” to learn about their unique situation, provide financial education, and create an action plan to set up sound financial decision-making patterns. Stacy and her team work collaboratively with clients’ other advisors to make sure all eyes and ears are on your needs for the best outcomes.
After 10 years of working exclusively with medical practices and law firms in Los Angeles and Orange County, AFG opened a second office in San Francisco, working with video game developers, advertising agencies and start-ups. Stacy’s holistic approach of partnering with AFG’s C level clients to address business needs and personal dreams helps make AFG a stand out in the financial services industry.
Stacy is a graduate of UCLA and recipient of a Personal Financial Planner certificate from University of California at Irvine. She is also a Investment Advisor Representative and has her FINRA securities licenses 24 (Principal) 7, 63, 65, and is a multi-state licensed insurance agent (including California). She is also a Certified Plan Fiduciary. Advisor Membership affiliations include Society for Human Resource Management, National Association of Health Underwriters, Golden Gate Association of Health Underwriters and National Association of Plan Advisors.
An advanced Italian language and Iyengar yoga student, Stacy believes in maximizing life’s opportunities by staying fit physically and mentally.