Peter J. Ashby,  CFP<sup>&reg;</sup> - Financial Advisor

Peter J. Ashby, CFP®

MS

Financial Planner

Genovese Burford & Brothers

1515 Response Rd
Sacramento, CA 95815

Genovese Burford & Brothers

1410 Rocky Ridge Dr, Suite 150
Roseville, CA 95661
FINANCIAL ADVISOR'S WEBSITE
(916) 924-7527

General

Peter Ashby is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Genovese Burford & Brothers in Sacramento, CA and the surrounding communities.

Financial Advisor Experience

Peter Ashby,MS,CFP® has been a practicing Financial Advisor since 2007. Starting his business in the midst of a global recession and banking crisis, Peter learned from the beginning, the dangers of unbalanced investments and excessive risk taking in portfolios. His mission is to educate his clients about their financial lives and work with them to achieve their goals. Always striving to be at the forefront of his profession, he has received his Certificate in Financial Planning from Boston University and has received his CFP® (Certified Financial Planner™) designation. He specializes in retirement income, retirement accumulation, debt management and small business plans.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AWMA®

Insurance Licenses

  • Life insurance: CA

Broker-Dealer Affiliation

Royal Alliance Associates, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth

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