Ashley Oliveira, CFP®

Wealth Advisor

San Diego, California

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Ashley is dedicated to helping families navigate the complexities of wealth with clarity and confidence. She believes that true financial planning is about more than just numbers; it is about building the trust and long-term relationships necessary to guide clients through their most significant life milestones
Before joining EP Wealth Advisors in 2025, Ashley served as a Wealth Manager at a $20 billion RIA in Los Angeles. Her expertise extends well beyond traditional investment management; she takes a holistic approach to wealth management by integrating proactive income tax planning, philanthropy, and estate planning into her clients’ long-term plans. This comprehensive focus ensures that families have the tools and communication strategies necessary to preserve their legacy for years to come.
Ashley is a graduate of the University of Alabama and a CERTIFIED FINANCIAL PLANNER™ professional. She currently resides in Carmel Valley with her husband and three sons.
Outside of the office, you can find her cheering on her boys at their various games, at the beach, in a Pilates class or reading a book.