Ashley serves as Financial Advisor of Golden State Wealth Management, where she has been affiliated with since 2017. Prior to her current role, Ashley served as a financial advisor for a local credit union and then later decided to join an independent firm in order to provide her clients with a diverse range of investment options for the client portfolios she manages. With her love of Sonoma County, her strong financial planning background, and her natural kindheartedness, Ashley is passionate about helping her clients build and maintain their wealth.
Graduating from Sonoma State University in 2006, Ashley decided to pursue further education and earned her CFP® (CERTIFIED FINANCIAL PLANNER®) designation in 2011 and then earned her CRPC® (Chartered Retirement Planning Counselor®) designation in 2015. Creating customized financial plan for her clients allows them to understand and track their goals easily, allowing more time to focus their energy on things they like to do – spend time with families, travel, purchase a home, or enjoying retirement with a solid understanding of their income stream.
As the parents of two young daughters, Ashley and her husband have a very busy schedule, but do their best to enjoy the beauty and diversity of Sonoma County that they love. Ashley enjoys staying active by exploring Annadel park and participating in adult soccer and softball leagues.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Golden State Wealth Management, a registered investment advisor and separate entity from LPL Financial.