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Ashley Preston, Cfp® Email & Phone Number
Advisor at Inflection Point Wealth Advice, A Member of Advisory Services Network, LLC
at
Inflection Point Wealth Advice
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Advisor at Inflection Point Wealth Advice, A Member of Advisory Services Network, LLC
Location
Olathe, Kansas, United States
Company size
Who is Ashley Preston, Cfp®? Overview
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Quick answer
Ashley Preston, Cfp® is listed as Advisor at Inflection Point Wealth Advice, A Member of Advisory Services Network, LLC at Inflection Point Wealth Advice, a with 3 employees, based in Olathe, Kansas, United States. AeroLeads shows a matched LinkedIn profile for Ashley Preston, Cfp®.
Ashley Preston, Cfp® previously worked as Advisor at Inflection Point Wealth Advice and Specialist, Relationship Manager at Captrust. Ashley Preston, Cfp® holds Bachelor Of Arts - Ba, Personal Financial Planning from Kansas State University.
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Email format at Inflection Point Wealth Advice
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Inflection Point Wealth Advice
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Profile bio
About Ashley Preston, Cfp®
I joined the wealth management industry in 2016 because I had a passion for helping people meet their financial goals. For some, it’s saving up for a life event, planning for college education, preparing for retirement, being conscious of tax situations, or simply preparing for anything the future may hold. Regardless of the goal, I want to help plan for those scenarios and provide clarity on how to potentially reach those goals with ease.I received a Bachelor of Arts degree in Personal Financial Planning with Minors in Business and Leadership Studies from Kansas State University. I completed the education, examination, experience, and ethics requirements to achieve the CERTIFIED FINANCIAL PLANNER™ designation.In my spare time, I enjoy going on new adventures with my family through travel or reading. I also enjoy creative hobbies like crafting as well as singing and playing guitar.
Current workplace
Ashley Preston, Cfp®'s current company
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Inflection Point Wealth Advice
10 roles
Ashley Preston, Cfp® work experience
A career timeline built from the work history available for this profile.
Advisor
Current
May 2024 - Present
Specialist, Relationship Manager
Oct 2022 - May 2024
Client Service Manager And Paraplanner
Danda Trouve Investment Management, Inc.
Nov 2017 - Oct 2022
Client Service Associate
May 2016 - Nov 2017
Administrative Assistant
Jun 2014 - May 2016
Sophomore Year Experience Coordinator
Jan 2014 - Jan 2015
Intern
Jun 2015 - Aug 2015
Orientation Leader
Apr 2013 - Jun 2013
Orientation Leader
Apr 2012 - Jun 2012
1 education record
Ashley Preston, Cfp® education
-
Kansas State University
FAQ
Frequently asked questions about Ashley Preston, Cfp®
Quick answers generated from the profile data available on this page.
What company does Ashley Preston, Cfp® work for?
Ashley Preston, Cfp® works for Inflection Point Wealth Advice.
What is Ashley Preston, Cfp®'s role at Inflection Point Wealth Advice?
Ashley Preston, Cfp® is listed as Advisor at Inflection Point Wealth Advice, A Member of Advisory Services Network, LLC at Inflection Point Wealth Advice.
Where is Ashley Preston, Cfp® based?
Ashley Preston, Cfp® is based in Olathe, Kansas, United States while working with Inflection Point Wealth Advice.
What companies has Ashley Preston, Cfp® worked for?
Ashley Preston, Cfp® has worked for Inflection Point Wealth Advice, Captrust, Danda Trouve Investment Management, Inc., Mariner Wealth Advisors, and Kansas State University.
How can I contact Ashley Preston, Cfp®?
You can use AeroLeads to view verified contact signals for Ashley Preston, Cfp® at Inflection Point Wealth Advice, including work email, phone, and LinkedIn data when available.
What schools did Ashley Preston, Cfp® attend?
Ashley Preston, Cfp® holds Bachelor Of Arts - Ba, Personal Financial Planning from Kansas State University.
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