Peter Ashby | Financial Advisor - Nerdwallet
Peter Ashby

Peter Ashby

CFP®

Peter is a Financial Advisor who helps clients build, manage, and preserve wealth, develop a plan for retirement and plan for wealth transition.

  • About Peter
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Founder/Financial Planner at Adams Ashby Financial Advisors
Address
967 Reserve Dr
Roseville CA, 95678
Phone
(916) 740-1116
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About Peter

Peter Ashby is a fee-only Financial Planner located in Roseville, CA.

Peter Ashby,CFP® has been a practicing Financial Advisor since 2007. Starting his business in the midst of a global recession and banking crisis, Peter learned from the beginning, the dangers of unbalanced investments and excessive risk taking in portfolios. His mission is to educate his clients about their financial lives and work with them to achieve their goals. Always striving to be at the forefront of his profession, he has received his Certificate in Financial Planning from Boston University and has re...

Education

  • Certificate, Financial Planning, Boston University
  • BA, History, CSU, Chico

Certifications

Registrations
Designations
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Tips from Peter

Typical Clients & Fee Structure

Typical Clients

Doctors/physicians
People near retirement
Young professionals

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.