Peter Ashby's Location
Sacramento, CA, US
Peter Ashby's Work
- Vice President, Financial Advisor @ CAPTRUST
- Director Of Financial Planning @ Genovese Burford & Brothers (Now CAPTRUST)
- Financial Advisor and Financial Planner @ Genovese Burford & Brothers (Now CAPTRUST)
- CFP® and Founder @ Adams Ashby Financial Advisors
- Financial Advisor @ Morgan Stanley
- District Manager @ ADP
Peter Ashby's Education
- College for Financial Planning
Master of Science - MS (Financial Planning and Services)
2016 - 2018 - Boston University
Certificate (Financial Planning)
2010 - 2011 - California State University-Chico
Bachelor of Arts (B.A.) (History)
1999 - 2004
Peter Ashby's Skills
- Financial Advisory
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- Investments
- 401k
- Investment Advisory
- Asset Allocation
Peter Ashby's Summary
Peter Ashby, based in Sacramento, CA, US, is currently a Vice President, Financial Advisor at CAPTRUST, bringing experience from previous roles at Genovese Burford & Brothers, Adams Ashby Financial Advisors and Smith Barney. Peter Ashby holds a 2016 - 2018 Master of Science - MS in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Financial Advisory, Fixed Annuities, Insurance, Retirement Planning, Sales and more, Peter Ashby contributes valuable insights to the industry. Peter Ashby has 3 emails and 1 mobile phone number on RocketReach.
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