Private Wealth Advisor at Ellevest
Pre-Conference Seminar: Financial Planning (December 11th at 9:00 AM)
Ashley Bleckner is based in Southern California. A CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst (CDFA®) professional, she’s been in the financial services industry for over a decade since obtaining her bachelor’s and master’s degrees in economics.
“Women are unique in so many ways that aren’t accounted for in traditional financial planning or investment management,” she says. “So it’s time. It’s been time. And Ellevest is at the frontline of that pivotal switch.”
She spends her time actively involved in the community serving as the chair of SheVest for UCI’s Center for Investment and Wealth Management, which focuses on financial literacy for underrepresented groups. Ashley also is the chair of the TLD committee for her local Alzheimer’s Association chapter.
By Ashley: “4 Reasons to Outsource Your Portfolio Management,” “Things to Consider for Year-End Charitable Giving,” “Managing Your Wealth in the Early Days of Widowhood,” “How (and Why) to Make a Family Mission Statement,” and “The Money Talk: The One With the Sudden Windfall.”