Ashley
Zephir
CFP®
Here to act in your best interests
About me
As a financial planner, I help my clients make important decisions about any aspect of their lives related to a dollar sign. I’m committed to providing personalized recommendations that embody a family’s short-term and long-term goals. I’m also a member of Edelman Financial Engines' Women Planners in Leadership group, which is dedicated to learning, growth and industry leadership.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Arts, Business Administration and Economics - McDaniel College
Master of Business Administration - Loyola University Maryland
Visit one of our Locations
Baltimore II - Towson
901 Dulaney Valley Road
Suite 901
Towson, MD 21204
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
