PETER ASHBY, MS, CFP®

(916) 269-0810 | Email Peter

My Philosophy

Investments and finances can be overwhelming when you don’t have a clear picture of where you are or where you are headed. It is easy to get side-tracked and make irrational decisions based on short-term events that can derail your long-term goals. Creating a plan that uses a disciplined long-term approach will help you prioritize your goals and discover what is really important. My goal is to bring clarity and understanding to your unique situation and help align your values with your money.

My Specialties

Retirement Planning
Financial Planning
Retirement Income
Investments

My Interests

Anything outdoors: Hiking, Skiing, Biking, Golfing,
Playing the Guitar, Drums and Writing Music
Learning New Things and Reading
Spending Time with My Wife and Two Kids

My Qualifications

Masters of Science Degree, Personal Financial Planning (2018)
CERTIFIED FINANCIAL PLANNER^TM (2013)
Certificate in Financial Planning, Boston University (2012)
BA in History, CSU Chico (2004)

My Involvement

Financial Planning Association, Member
South Placer Estate Planning Council, Member
City of Roseville, Transportation Commissioner

My Experience

2016-Present – Genovese Burford & Brothers
2009-2016 – Adams Ashby Financial Advisors
2007-2009 – Smith Barney