As President, my role is to help you meet your goals and achieve what is most important to you. I will work with you to translate your goals into specific investment objectives and a personalized investment strategy. Environmental and socially positive investing has been an interest and focus of mine for 20 years and I’m very excited about the Environmental Social and Governance (ESG) portfolios I manage.
• Highest level of honesty and ethics • Work with a small number of families, know all my clients well • Full service: investments, retirement planning, tax efficiency, etc. • Have embraced ESG values in all portfolios for many years
CA Insurance Lincense Number: 0C79800. Resident State CA.
Ashley earned a Bachelor’s degree in Economics from the University of California, Berkeley. Upon graduation, she worked as an intern for Birdie which is when she developed an interest in wealth management. Previously, Ashley worked in the tech industry in both financial and consumer facing roles.
In her spare time, Ashley enjoys spending time with her two young children and husband doing various activities such as traveling, hiking, cooking and volunteering. She is very excited to be part of WaveCrest Wealth Management.
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