San Luis Obispo, CA Office

Tracy Miu is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. She has worked at Commonwealth Financial Network since 2016, with a brief break between 2022 and 2026, and concurrently operates WS Tax, LLC, providing tax preparation services. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while advisors maintain discretion over client portfolios.

Ashley Boone is a CFP® professional with 17 years of industry experience, currently advising at WealthSpring in San Luis Obispo, CA. His background includes roles at Commonwealth Financial Network, Pacific Select Distributors, and Pacific Life Insurance Company. He also provides tax preparation services through WS Tax, LLC. WealthSpring Partners serves individual investors, pension plans, charitable organizations, and businesses by offering investment advisory, financial planning, retirement-plan consulting, and portfolio management. The firm employs a primarily discretionary asset-management process combining various analytical methods and maintains multiple offices while utilizing AI-driven tools and related tax services.

Jay Douglas is a CFP® and ChFC® with 26 years of industry experience. He is currently with WealthSpring, where he has worked for 10 years, and previously spent 13 years at Commonwealth Financial Network. Douglas is also the owner and tax preparer of WS Tax LLC and serves as a board member of the Slo Noor Foundation, a nonprofit focused on providing access to health care services. WealthSpring is a team-based firm with four advisors that offers financial planning and investment services.