Julie Annett is a financial advisor at Asti Financial Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Asti Financial Management since 2005. In addition to her advisory role, she is a licensed Health and Life Agent in California. Asti Financial Management is a small, state-registered advisory firm serving individuals, families, and small businesses, including high-net-worth clients. The firm offers comprehensive and hourly financial planning, developing investment strategies that include both active and passive vehicles, while clients implement recommendations through brokers or third-party managers.

Eileen Loustau is a CFP® professional with 14 years of industry experience, currently serving at Asti Financial Management. Her prior roles include positions at Arcadian Associates, Chevron Federal Credit Union, Lending Club, BancWest Investment Services, and Bank of the West. Asti Financial Management is a small advisory firm that offers comprehensive and hourly financial planning services to individuals, families, and small businesses, including high-net-worth clients. The firm develops investment strategies using both active and passive vehicles but does not act as a discretionary portfolio manager, with clients implementing recommendations through brokers or third-party managers.