CoverProfile

Peter Ashby

Vice President, Financial Advisor

CAPTRUST

United States, California, Sacramento

About Me

Peter Ashby is a CERTIFIED FINANCIAL PLANNER™ working in Roseville and Sacramento, CA. He works with his clients by providing objective financial planning to help them build, manage, grow, and protect their assets through life's transitions. Mr. Ashby 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. He specializes in retirement income, retirement accumulation and small business plans.

Profile Information

Vice President, Financial Advisor

CAPTRUST

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Sacramento

California

United States

Feb 20, 2025

More profiles to browse

Profile Photo
Aaron Ward
Investment Advisor and Principal
Profile Photo
Marcia Peters
Senior Financial Advisor, Portfolio Management
Profile Photo
John Eadie
Managing Principal | Financial Advisor
EG
Elliot Greenberg
Principal

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management