Welcome to Asset Strategies Group, LLC

CONNECT

Address:

7600 N. Capital Of Texas Hwy Bldg. B, Ste 340
Austin, TX 78731

Phone:

512-527-0671

Fax/Other:

512-527-0675

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 industry 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 holds the FINRA Series 7 General Securities Representative, 65 Uniform Investment Advisor Law Examination and 24 General Securities Principal registrations.  In the industry, she is a Past President of both the Austin Chapter of the National Association of Insurance & Financial Advisors – NAIFA, and The Society of Financial Service Professionals – SFSP.  In 2018, 2016, 2015 and 2013, 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 24 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 12-year member of Impact Austin, a progressive leader in women's philanthropy.  She serves as Chair of the Endowment Committee and on their Finance Committee. Sara serves on both the finance and Endowment Board of her church - Tarrytown United Methodist.  She is a 6th generation Texan and along with husband Mike, is delighted to call Austin home.

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

Sara is licensed to sell Security Products in the following states; CA, CT, FL, 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 representative 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: 6300 Bee Cave Road, Bldg. 2, Suite 400, Austin, TX,  78746  (512) 346-6020.  CRN202001-224816

Phone 512-527-0671 x203
Fax 512-527-0675
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck