Sara Pantin, CLU, CFBS

Sara Pantin, CLU, CFBS

Managing Partner

Domicile State: TX
California Insurance License #: OB21097

Sara Pantin brings a wealth of experience to the firm, having been in the financial services business for over 30 years.  She has moved through many roles over the years as an agent, sales manager and senior executive, to her role as co-founder and managing partner of our firm.

Sara received her Chartered Life Underwriter (CLU) designation in 1991 and her Certified Family Business Specialist (CFBS) designation in 2013.  She holds the FINRA Series 7, General Securities Representative, Series 65, Uniform Investment Advisor Law Examination, and Series 24, General Securities Principal registrations. In the industry, she is Past President of both the Austin Chapter of the National Association of Insurance & Financial Advisors – NAIFA, and the Society of Financial Service Professionals - FSP.  In 2013, 2015, 2016, 2018 and 2019, Sara was recognized as a Five Star Wealth Manager in Texas Monthly, representing less than 4% of Wealth Managers in Central Texas*. 

  In the community, Sara is a 25-year Rotarian and is serving as Immediate Past President,   Board  member of The Rotary Club of Austin and is a Trustee for the Club’s Foundation. Sara is   a 13-year member of Impact Austin, and a progressive leader in women’s philanthropy.  She   serves as Chair of the Endowment Committee and on their Finance Committee.  Sara enjoys   being a Soprano in the Chancel Choir at her church, Tarrytown United Methodist.  She is a sixth   generation Texan, and along with her husband Mike, is delighted to call Austin home and enjoys   spending time with their children and grandchildren.

  Sara is licensed to sell insurance products in the following states; AZ, CA, CT, MS, NJ, NY, TN,   

  Sara is licensed to sell Security Products in the following states; CA, CT, FL, GA, IL, MS, NJ,       NY, OH, TN, TX and WA.

 

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm.  This award is not indicative of future performances or success and stems from nominations by industry professionals in a given area based upon objective criteria including favorable regulatory ad complaint history, reviews conducted by the firm, retentions rates, and client assets administered.

Sara Pantin is a registered principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. Asset Strategies Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory Office: 317 Grace Lane, Suite 250, Austin, TX, 78746, (512) 346-6020. 

 

Phone 512-637-6299
Fax 512-346-4723