Ashley Warne

Ashley Warne,

CFP®, CDFA, CPFA Financial Advisor

Ashley is a proud second-generation financial advisor. After having trained at the Raymond James home office, she joined her father Phil in his practice in 2011. Together, they provide a multigenerational perspective for their clients.

Ashley is a Certified Financial Planner professional as well as a Certified Divorce Financial Analyst™.

She is also a member of the Retirement Plan & Institutional Advisory Council (RIAC). RIAC is a dedicated group of financial advisors who establish and uphold a fiduciary standard of care for serving both retirement plans and plan sponsors, foundations, endowments, and other nonprofit institutions. RIAC advisors consult nationwide and make retirement plans their primary focus, which accounts for less than 1% of all Raymond James advisors. RIAC adheres to fiduciary best practices as outlined under ERISA in order to help fiduciaries meet their obligations.

Ashley grew up in the Pacific Palisades. She earned her bachelor’s degree in broadcast journalism from the University of Southern California and later a master’s degree in applied finance from Pepperdine University.

Out of the office, Ashley’s favorite pastimes include being a disgruntled USC football fan and discussing ugly houses with her architect husband Jeff.

retirement plan insitutional advisory council

Raymond James’ Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.