Financial Planning Association of Massachusetts recently launched a new Member Spotlight program to feature our members and their businesses, activities and accomplishments, community involvement, and more! Today we spotlight Ashley Ott of Vantage Point Financial. While Vantage Point is based in Boston, Ashley lives bi-coastal and works out of her Seattle office for half of the year.
Ashley was recently featured as a “Valiant Woman of Commonwealth” as part of the Commonwealth Financial Network, a profile discussing her people-oriented path to success: https://www.commonwealth.com/insights/valiant-women-of-commonwealth-ashley-otts-people-oriented-path-to-success
Vantage Point is an independent financial planning and wealth management firm, and during the pandemic and the new age of Zoom we’re living in, Ashley has started holding regular “Wine, Cheese, and Finance 101” evenings with clients and prospects, plus friends and family. Learn more about Ashley and Vantage Point at https://www.vantagepointfinancial.com/