Julie Asti Email & Phone Number

CFP @ Asti Financial Management - providing hourly financial planning/advice in the SF Bay Area since 2005

5 free lookups per month.

Julie Asti's Location

Alameda, CA, US

Julie Asti's Work

CFP @ Asti Financial Management - providing hourly financial planning/advice in the SF Bay Area since 2005
Board Member @ Bay Area Financial Education Foundation
President @ FINANCIAL PLANNING ASSOCIATION OF SAN FRANCISCO

Adjunct Professor @ Golden Gate University, School of Law
Member @ Member of BNI, Better Referral Network Chapter
Managing Director @ Van Wagoner Capital Management
Vice President - Marketing @ mPower/401k Forum
Associate @ BlackRock

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Julie Asti's Education

University of California, Berkeley
Graduate (Financial Planning)
2003 - 2005
San Francisco State University
BS (Finance, Banking, Real Estate)
1989 - 1991

Julie Asti's Skills

Mutual Funds
Strategic Financial Planning
Retirement

Financial Advisory
Securities
Financial Services
Fixed Annuities
Wealth Management
Financial Planning
Investment Advisory

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Julie Asti's Summary

Julie Asti, based in Alameda, CA, US, is currently a CFP at Asti Financial Management, LLC, bringing experience from previous roles at Bay Area Financial Education Foundation (BAFEF), FINANCIAL PLANNING ASSOCIATION OF SAN FRANCISCO, Golden Gate University and Member of BNI, Better Referral Network Chapter. Julie Asti holds a 2003 - 2005 Graduate in Financial Planning @ University of California, Berkeley. With a robust skill set that includes Mutual Funds, Strategic Financial Planning, Retirement, Financial Advisory, Securities and more, Julie Asti contributes valuable insights to the industry. Julie Asti has 2 emails on RocketReach.