Ashley Preston, Cfp® Email and Phone Number
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.
Inflection Point Wealth Advice
View- Website:
- inflectionpointwealth.com
- Employees:
- 3
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Inflection Point Wealth AdviceOlathe, Ks, Us -
AdvisorInflection Point Wealth Advice May 2024 - PresentOverland Park, Kansas, Us -
Specialist, Relationship ManagerCaptrust Oct 2022 - May 2024Raleigh, Nc, Us -
Client Service Manager And ParaplannerDanda Trouve Investment Management, Inc. Nov 2017 - Oct 2022
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Client Service AssociateMariner Wealth Advisors May 2016 - Nov 2017Overland Park, Ks, Us -
Administrative AssistantKansas State University Jun 2014 - May 2016Manhattan, Ks, Us -
Sophomore Year Experience CoordinatorKansas State University Jan 2014 - Jan 2015Manhattan, Ks, Us -
InternMariner Wealth Advisors Jun 2015 - Aug 2015Overland Park, Ks, Us -
Orientation LeaderKansas State University Apr 2013 - Jun 2013Manhattan, Ks, Us -
Orientation LeaderKansas State University Apr 2012 - Jun 2012Manhattan, Ks, Us
Ashley Preston, Cfp® Education Details
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Kansas State UniversityPersonal 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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