Ashlie Romero
Client Service Associate
“Happiness can be found even in the darkest of times, if one only remembers to turn on the light.”
– Albus Dumbledore (Harry Potter)
Ashlie, spotting potential.
Ashlie is all about supporting others by helping them discover their strengths. What drives her is an endless desire to have meaningful impact. She has an ability to create and hold space for others, where people have an opportunity to explore new possibilities through financial planning. Her natural inclinations are aligned with her professional background, including seven years of client relations and operational support as well as a B.A. in Human Development from Cal State East Bay.
Ashlie the self-care champion.
We can see why others want to be around Ashlie; she exudes tangible peace. Her secret? Regularly reading self-help books and listening to wellness podcasts are a part of her routine to stay balanced while navigating life’s ups and downs. She strongly believes in the importance of mental health, as well as giving back. She enjoys volunteering at local animal shelters, and she and her husband share their home with a few four-legged friends of their own.
What Transitions means to Ashlie, and vice versa.
“What I find most important about this work is the ability to empower clients with knowledge and strategies that enhance their financial well-being,” says Ashlie. She views every interaction as an opportunity to help someone on their journey to feeling more secure and confident about their future. To know Ashlie is to want her on your team. That’s why she’s a part of ours!