Ashley Gonzalez, Financial Advisor located in Bonita, CA

Financial Advisor
Ashley Gonzalez

MS, CFP®, CEPA®
4394 Bonita Rd, Bonita, CA 91902opens 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
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

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

Team Members

  • Sarah Hunter
    Sr. Branch Office Administrator
  • Xochitl Hernandez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
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

4394 Bonita Rd
Bonita, CA 91902opens in a new window

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