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9AM - 5:30PM
550 Park St #105, Alameda
Investing
“Samantha is great! She is knowledgeable, professional, and thorough. She did a great job helping my wife and I understand our current financial picture and develop a plan for the future. But, more importantly for us, her thoughtful approach focused on our family’s goals and objectives. It wasn’t just financial planning (for the sake of planning), it was a thought-provoking exercise about the purpose of that planning.”
Investing
“We’ve worked with Asti Financial twice on personal finance scenario-planning. They are easy to work with, welcoming, and straightforward. Highly recommend, regardless of your level of financial knowledge. They provided us with helpful plans and guidance that we refer to often. We also appreciated their transparent pricing. Thank you Julie & team!”