Ashley Curiel, CFP®, CRPC®

As an independent Financial Advisor of Golden State Wealth Management, Ashley’s goal is to assist clients with turning their dreams into realities by helping develop a thoughtful, well-researched financial plan of action that is designed to evolve over time.  Ashley acts as an investment fiduciary, putting her client’s best interest first.

Ashley grew up in Danville, California, where she excelled in sports and participated in competitive soccer and softball.  After graduating from Sonoma State University in 2006 with a degree in Economics and a minor in Business Administration, Ashley decided to make the North Bay her home. In 2007, her career as a Financial Advisor began with a local credit union. 

During that time Ashley decided to pursue further education and earned her CFP® (CERTIFIED FINANCIAL PLANNER®) designation in 2011 and then earned her CRPC® (Chartered Retirement Planning Counselor®) designation in 2015. After nine years with the credit union, Ashley transitioned to an independent firm to provide her clients with a more diverse range of investment options. Ashley began her affiliation with Golden State Wealth Management in 2017 and in 2020 established her own independent office.

Ashley and her husband are busy parents of two young daughters and when not driving them to and from a host of extracurricular activities, enjoy entertaining family and friends, working on home renovation projects, and finding time for a good workout riding bikes or running along the back roads of beautiful Sonoma County.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Golden State Wealth Management, a registered investment advisor and separate entity from LPL Financial.  (CRPC) conferred by College for Financial Planning.