Ashley Preston, Cfp®

Ashley Preston, Cfp® Email and Phone Number

Advisor at Inflection Point Wealth Advice, A Member of Advisory Services Network, LLC @ Inflection Point Wealth Advice
Olathe, KS, US
Ashley Preston, Cfp®'s Location
Olathe, Kansas, United States, United States
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.

Ashley Preston, Cfp®'s Current Company Details
Inflection Point Wealth Advice

Inflection Point Wealth Advice

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Advisor at Inflection Point Wealth Advice, A Member of Advisory Services Network, LLC
Olathe, KS, US
Employees:
3
Ashley Preston, Cfp® Work Experience Details
  • Inflection Point Wealth Advice
    Inflection Point Wealth Advice
    Olathe, Ks, Us
  • Inflection Point Wealth Advice
    Advisor
    Inflection Point Wealth Advice May 2024 - Present
    Overland Park, Kansas, Us
  • Captrust
    Specialist, Relationship Manager
    Captrust Oct 2022 - May 2024
    Raleigh, Nc, Us
  • Danda Trouve Investment Management, Inc.
    Client Service Manager And Paraplanner
    Danda Trouve Investment Management, Inc. Nov 2017 - Oct 2022
  • Mariner Wealth Advisors
    Client Service Associate
    Mariner Wealth Advisors May 2016 - Nov 2017
    Overland Park, Ks, Us
  • Kansas State University
    Administrative Assistant
    Kansas State University Jun 2014 - May 2016
    Manhattan, Ks, Us
  • Kansas State University
    Sophomore Year Experience Coordinator
    Kansas State University Jan 2014 - Jan 2015
    Manhattan, Ks, Us
  • Mariner Wealth Advisors
    Intern
    Mariner Wealth Advisors Jun 2015 - Aug 2015
    Overland Park, Ks, Us
  • Kansas State University
    Orientation Leader
    Kansas State University Apr 2013 - Jun 2013
    Manhattan, Ks, Us
  • Kansas State University
    Orientation Leader
    Kansas State University Apr 2012 - Jun 2012
    Manhattan, Ks, Us

Ashley Preston, Cfp® Education Details

  • Kansas State University
    Kansas State University
    Personal Financial Planning

Frequently Asked Questions about Ashley Preston, Cfp®

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 the current company?

Ashley Preston, Cfp®'s current role is Advisor at Inflection Point Wealth Advice, A Member of Advisory Services Network, LLC.

What schools did Ashley Preston, Cfp® attend?

Ashley Preston, Cfp® attended Kansas State University.

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