Ashley Sawyer is an LPL Financial Planner who provides comprehensive financial guidance to individuals and business owners seeking clarity, strategy, and confidence in their financial futures. With a client-centered approach, Ashley helps individuals navigate all aspects of financial planning, including retirement planning, investment and asset management, risk management, and wealth accumulation strategies.
In addition to her work with individuals and families, Ashley partners with businesses to design and implement effective fringe benefit programs and qualified retirement plans. She specializes in 401(k) plan design, participant education, and plan-level consulting—helping employers create retirement programs that not only meet regulatory requirements but also align with their company culture and goals. Her expertise in business valuations further allows her to support owners through key transitions, succession planning, and long-term value creation.
Ashley holds the Certified Plan Fiduciary Adviser (CPFA) designation and she maintains her California Life and Health Insurance License and holds the FINRA Series 7, Series 63, and Series 65 licenses through LPL Financial.
Dedicated to upholding fiduciary best practices, Ashley ensures that every client receives customized transparent, and thoughtful advice. She takes pride in building long-term relationships founded on trust, education, and measurable results.
When she’s not in the office, Ashley enjoys spending time outdoors with her husband and their two children. As a family, they love camping, boating, and exploring new places together. Ashley also enjoys reading, decorating custom cookies, and has a soft spot for crafts and puzzles.