Central Coast, California Office

892 Aerovista Place, Suite 220 San Luis Obispo, CA 93401

Phone: (805) 541-1308

Fax: (805) 541-5517

Ashley Galien

Ashley Galien

Client Relationship Associate

Central Coast, California

  • Ashley helps EP Wealth prospects and clients receive efficient, courteous and informed services. She creates, updates and maintains all contact records in CRM and other software, while contacting, responding to and following up with clients in person, by phone or by email.

  • Seven years working at an RIA before joining EP Wealth Advisors have given Ashley experience in establishing and maintaining client investment accounts at various custodians, assessing, compiling, preparing and submitting custodian and firm paperwork, and providing administrative support.

  • Ashley holds a B.S. degree in Health & Human Development with an emphasis in Family Studies (interpersonal relationships) from California State University, Northridge, and an A.A. degree in Liberal Studies from Allan Hancock College.

  • When she’s not busy with mom duties and working full time, Ashley likes to teach yoga, take dance classes, enjoy nature, and spend quality time with her daughter and husband.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Dividing debts in a divorce can be a...

Money is a common source of contention...

Who suffers the most financially in a...

A CDFA® is a financial planner who...