Ashley Lareau, CFP®
Wealth Advisor
ashley@shorepointpartners.com
“Helping clients achieve financial peace of mind is what I love most about being a Wealth Advisor. Through the planning process, we take a plethora of information that can be overwhelming for the client, and organize it so that they see a more clearly defined road-map toward their goals. Where these goals and life itself are ever-changing, I find great satisfaction in being a steadfast and trusted partner in my clients’ financial journey.”
Ashley joined Shorepoint Capital Partners in 2011 as a Client Service Associate. Her love of working directly with clients and personal finance led her down the path to becoming a CFP® professional and Wealth Advisor. As a CERTIFIED FINANCIAL PLANNER™, Ashley combines a deep commitment to client success with a thorough understanding of multiple areas of financial planning.
In managing client relationships, Ashley goes through a collaborative process to develop and present personalized wealth management plans. She advises clients on strategies and decisions that help them foster a solid financial footing and pave the way for a secure future.
She works closely with new clients during the onboarding process, provides ongoing advice that aligns with the evolving long-term goals of her clients, and is a valuable resource for the organization’s growing team.
Prior Experience and Education
Prior to joining Shorepoint, Ashley worked in Fund Accounting at State Street and ended her tenure there as a Conversion Team Leader, where she helped implement a department-wide system conversion.
Ashley graduated from the University of Rhode Island with a B.S. in Business Administration and a B.A. in Spanish Language and Literature. She spent a semester abroad in Seville, Spain and is a member of the Beta Gamma Sigma International Honor Society.
She started her CFP® certification journey by enrolling in Boston University’s Financial Planning Certificate Program in 2016, completing the program in July 2018 and successfully passing the exam in November 2018.
Fun Facts
Ashley lives in Wrentham with her husband, their two young daughters, and their dog Lily. She loves Peloton workouts, reading, spending time with family and friends, and Cape Cod. She served as a mentor with the Big Sister Boston organization for over 10 years and was proud to see her Little become an R.N. in 2023.
