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Ashley B

CFP®

Carlsbad, CA

Ellevest

Ashley Bleckner is a CFP® with 11 years of experience in financial advising, currently serving at Ellevest since 2019. She also has a concurrent role at Rs Crum Inc. since 2015. Ashley is based in Carlsbad, CA and is part of a team of 12 advisors at Ellevest. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers both Personal Wealth Management and Private Wealth Management, emphasizing strategic asset allocation, diversification, and tax-minimization techniques tailored to individual client goals and risk profiles.

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy Executive Women Professionals Values-based investing
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