Ashley Oliveira, Cfp®
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Ashley Oliveira, Cfp® Email & Phone Number

Wealth Advisor at EP Wealth Advisors
Location: San Diego Metropolitan Area, United States, United States 3 work roles 1 school
1 work email found @brownadvisory.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@brownadvisory.com
LinkedIn Profile matched
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Current company
EP Wealth Advisors
Role
Wealth Advisor
Location
San Diego Metropolitan Area, United States, United States
Company size
516 employees

Who is Ashley Oliveira, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Ashley Oliveira, Cfp® is listed as Wealth Advisor at EP Wealth Advisors, a company with 516 employees, based in San Diego Metropolitan Area, United States, United States. AeroLeads shows a work email signal at brownadvisory.com and a matched LinkedIn profile for Ashley Oliveira, Cfp®.

Ashley Oliveira, Cfp® previously worked as Wealth Management Associate at Aspiriant and Private Client Relationship Associate at Brown Advisory. Ashley Oliveira, Cfp® holds Bachelor'S Degree, Business Administration And Management, General from The University Of Alabama.

Company email context

Email format at EP Wealth Advisors

This section adds company-level context without repeating Ashley Oliveira, Cfp®'s masked contact details.

*@brownadvisory.com
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AeroLeads found 1 current-domain work email signal for Ashley Oliveira, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Ashley Oliveira, Cfp®

Experienced Wealth Management Associate with a demonstrated history of working in the investment management industry. Skilled in operations, client relations, time management and goal oriented.

Listed skills include Computer Literacy, Relationship Building, Analytical Skills, Organization Skills, and 1 others.

Current workplace

Ashley Oliveira, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

EP Wealth Advisors
Ep Wealth Advisors
Wealth Advisor
San Diego, CA, US
Website
epwealth.com
Employees
516
AeroLeads page
Company profile
View company profile Email format
3 roles

Ashley Oliveira, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Management Associate

Current
Aspiriant

San Diego, California, United States

Jan 2023 - Present

Private Client Relationship Associate

Brown Advisory

Charlottesville, Virginia, United States

May 2020 - Jan 2023
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 516 employees →

JB Jon Bacon, Cfp® Jon Bacon, Cfp® Colleague at Ep Wealth Advisors Torrance, California, United States, United States View → JC Jack Curran, Cfp® Jack Curran, Cfp® Colleague at Ep Wealth Advisors San Diego, California, United States, United States View → JC Jaynie Collins Jaynie Collins Colleague at Ep Wealth Advisors Torrance, California, United States, United States View → AY Avetis Yetenekyan, Cfa Avetis Yetenekyan, Cfa Colleague at Ep Wealth Advisors Pasadena, California, United States, United States View → JS Jonathan Spector, Ms, Cfp® Jonathan Spector, Ms, Cfp® Colleague at Ep Wealth Advisors Walnut Creek, California, United States, United States View → MP Mollie Privett, Cfp® Mollie Privett, Cfp® Colleague at Ep Wealth Advisors San Diego, California, United States, United States View → AN Alina Narr, Cfp®, Ea Alina Narr, Cfp®, Ea Colleague at Ep Wealth Advisors Carson, California, United States, United States View → JA J. Aldus Simmons J. Aldus Simmons Colleague at Ep Wealth Advisors Buena Vista, Virginia, United States, United States View → ON Olivia Nierhake Olivia Nierhake Colleague at Ep Wealth Advisors Benicia, California, United States, United States View → MH Mary Harris, Cfp® Mary Harris, Cfp® Colleague at Ep Wealth Advisors Torrance, California, United States, United States View →
1 education record

Ashley Oliveira, Cfp® education

FAQ

Frequently asked questions about Ashley Oliveira, Cfp®

Quick answers generated from the profile data available on this page.

What company does Ashley Oliveira, Cfp® work for?

Ashley Oliveira, Cfp® works for EP Wealth Advisors.

What is Ashley Oliveira, Cfp®'s role at EP Wealth Advisors?

Ashley Oliveira, Cfp® is listed as Wealth Advisor at EP Wealth Advisors.

What is Ashley Oliveira, Cfp®'s email address?

AeroLeads has found 1 work email signal at @brownadvisory.com for Ashley Oliveira, Cfp® at EP Wealth Advisors.

Where is Ashley Oliveira, Cfp® based?

Ashley Oliveira, Cfp® is based in San Diego Metropolitan Area, United States, United States while working with EP Wealth Advisors.

What companies has Ashley Oliveira, Cfp® worked for?

Ashley Oliveira, Cfp® has worked for Ep Wealth Advisors, Aspiriant, and Brown Advisory.

Who are Ashley Oliveira, Cfp®'s colleagues at EP Wealth Advisors?

Ashley Oliveira, Cfp®'s colleagues at EP Wealth Advisors include Jon Bacon, Cfp®, Jack Curran, Cfp®, Jaynie Collins, Avetis Yetenekyan, Cfa, and Jonathan Spector, Ms, Cfp®.

How can I contact Ashley Oliveira, Cfp®?

You can use AeroLeads to view verified contact signals for Ashley Oliveira, Cfp® at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Ashley Oliveira, Cfp® attend?

Ashley Oliveira, Cfp® holds Bachelor'S Degree, Business Administration And Management, General from The University Of Alabama.

What skills is Ashley Oliveira, Cfp® known for?

Ashley Oliveira, Cfp® is listed with skills including Computer Literacy, Relationship Building, Analytical Skills, Organization Skills, and Financial Planning.

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