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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: Treasurer 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.

50
Year Vision

Forward Looking

We make decisions with future generations in mind

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

100 Percent
Fee-Only

Fiduciary

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

100 Percent
Independent

Objectivity

We listen and keep an open mind

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

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