Broker Check
Ashley Souza, AIF®

Ashley Souza, AIF®

Investment Advisor Representative, The Pacific Center for Financial Services

What do you enjoy most about wealth management?

Interacting and building relationships with our clients to help them gain clarity on their financial goals.

How should people think about their wealth?

Building wealth does not mean having to sacrifice happiness. Doing little things now, to reach your financial goals, can make a meaningful impact in the future.

What do you love most about being part of PCFS?

Working with a talented team of people who are committed to putting our clients’ needs first.

What do you love to do outside of work?

I enjoy spending time with my husband and two kids. Being out on the sports field, coaching, helping in the classroom, hiking, bike riding and spending time with my family and friends.

Bio

Registered Representative, Cetera Advisor Networks LLC.

CA Insurance License # 0G13135

Ashley started at PCFS, and in the financial services industry in 2004, as an Administrative Assistant. During her time with PCFS, she has learned the ins and the outs of the industry from behind the scenes. However, her attention to detail and love for helping others was a formula for success in helping our clients reach their financial goals.

Ashley graduated with a bachelor’s degree in business administration with an emphasis in finance and corporate management, from California State University East Bay.