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Ashlee Veneman

Sr. Planning Analyst

Fresno

My responsibilities as a senior planning analyst include providing client services, portfolio trading and analysis, case assistance, cash-flow planning, office operations and serving as an appointment aide-de-camp. I was first introduced to the world of financial planning when I took a receptionist position at a local firm. I began assisting their financial advisors shortly thereafter.

“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Vegas.” [Paul Samuelson]

Now, years later, not only am I in the industry to stay, my career vision is clearer than ever. I am a CERTIFIED FINANCIAL PLANNING® candidate and an educationally-driven planning analyst who is excited to connect with other professional members inside and out of my work community.Our clients are like my family, and working for non-traditional families in a nuclear family world is one of my passions.

As I travel through life with people, as a friend, coach, and partner, I feel we are creating these dynamic relationships and simultaneously shaping lives. It’s both powerful and rewarding; It’s why I absolutely love what I do. In my free time, I enjoy reading, writing, hiking, traveling and gardening.

Credentials

Affiliations: Fee-Only Planning

Areas of Expertise: Transition Planning

Education: Bachelor of Science degree in Business Administration, California State University Fresno, Class of 2013. Magna cum Laude.

Memberships: FPA National, FPA Central California, Fresno County Chamber of Commerce

Leadership: President-Elect of the Board, Financial Planning Association, Central California, California Notary Public

Most effective saving tip:
Instead of spending a dollar before you have it, save one instead. Automatic saving is key!

Most important accomplishment:
Being the first member of my family to graduate from college

My greatest extravagance (under $100):
A Super Nintendo I found on eBay. It is easily the best (and most spontaneous) purchase I’ve made in the past few years.

My favorite things:
Old books with that rich, earthy smell

My favorite destination:
Southern California

Long-term goal:
Travel the coast of Italy.

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent
Independent

Objectivity

We listen and keep an open mind

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

50
Year Vision

Forward Looking

We make decisions with future generations in mind

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

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