Ashley Oliveira, CFP®

Wealth Advisor

San Diego, California

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Ashley Oliveira is passionate about deepening her financial knowledge while helping families make confident, informed decisions about their wealth and future. She finds fulfillment in building strong relationships and guiding clients through important financial milestones.
Before becoming a Wealth Advisor, Ashley worked as a Wealth Management Associate at a multi-family office services firm, where she gained valuable experience supporting high-net-worth families with personalized financial planning and client service.
Ashley earned her bachelor’s degree from the University of Alabama and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Outside of work, Ashley enjoys spending time with family and friends, relaxing at the beach and getting lost in a good book.