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Ashley Gonzalez, Financial Advisor

FINANCIAL ADVISOR
Ashley Gonzalez

CEPA®
690 Otay Lakes Rd Suite 200, Chula Vista, CA 91910opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans

About Ashley

In October 2012, after serving 21 years, I retired from the United States Navy as a Chief Logistics Specialist. During my Naval career, I developed core competencies that motivated me to serve my country, community and Sailors with the focus on being transparent, attentive and ethical. It was because of these attributes I became a "Good Steward" of the tax-payer dollar.

I continue to serve my community as member of South County Economic Development Council and the Imperial Beach Lions Club. I am also president of the Friends of Chula Vista Parks & Recreation, and board member of the National...

Work History

  • Edward JonesJuly 2015 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Univ of La VerneMaster of Science

Personal Interests

  • Golfing
  • Fine Dining
  • Personal Fitness
  • Spending Time with Family
  • Sports Enthusiast

Team Members

  • Tanya Yates
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(619) 754-6018

Fax

(888) 224-1449

Office Address

690 Otay Lakes Rd Suite 200
Chula Vista, CA 91910opens in a new window

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