Wanda Bastert
Registered Representative Insurance and Investment Products @New York Life
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WORK HISTORY
Registered Representative Insurance and Investment Products @New York Life
Louisville, KY, US
I work with individuals and businesses through a needs-based approach to help them properly determine their needs. As a Registered Representative offering securities products and services through NYLIFE Securities LLC (Member FINRA/SPIC), A Licensed Insurance Agency, I am able to provide a wide offering of various investment products to help meet the needs of my clients. These products can include variable insurance and annuity products, mutual funds, and 529 college savings plans. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.
EDUCATION
The American College of Financial Services
RICP, Retirement Planning
The American College of Financial Services
FSCP, Financial Services Certified Professional, Financial Planning and Services
Illinois State University
Bachelor of Science, Interior Design
SKILLS
ABOUT WANDA BASTERT
Whether you’re just starting your career or approaching retirement after years of hard work and diligent saving, there’s a moment when the future begins to feel real—when retirement isn’t just a concept, but something visible on the horizon. I combine data, math, and strategic planning to help ensure that no critical pieces are missing from your financial strategy. Having experienced the importance of this firsthand, I bring both insight and empathy to the process. If we uncover any gaps, we’ll work together to create a plan to address them. As retirement approaches, we’ll develop a personalized strategy to transition your income—from a steady paycheck to structured withdrawals from your savings and investments. Because retirement income isn’t one-size-fits-all, we’ll explore your options thoroughly and choose the approach that best aligns with your lifestyle and goals.\"Of the financial professionals in the U.S, fewer than 4% possess the specialized expertise required to ensure you can retire with confidence.\"- The American College. https://insights.theamericancollege.edu/why-ricp/why-you-need-an-ricp, 2025I’m here to help you feel confident that your retirement will be secure and successful, no matter what the future brings. Let’s explore a customized retirement plan that reflects your goals, values, and the life you’ve worked hard to build.Let\'s connect for a 15-minute conversation to learn more about each other and decide then if we want to continue the conversation in more detail.MY STORY:I grew up on a farm in Illinois; an environment that gave me perhaps a unique appreciation and perspective of the value of work, money, and relationships. It also exemplified the meaning of the Serenity Prayer, which says,\"God grant me the strength to accept the things I cannot change, the courage to change the things I can, and the wisdom to know the difference\".After an unintended family financial crisis, I learned the importance of proper, long-term planning strategies and how life insurance, long-term care insurance and strategic retirement planning can impact the lives of so many people.
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