Julie Asti, CFP

Title(s):
Adjunct Professor

Financial Planning

School(s):
415-442-6500
Campus(es):
San Francisco


EDUCATION

Certified Financial Planner

Graduate Certificate (personal financial planning), University of California Berkeley

BS (finance, banking and real estate), San Francisco State University

California Life and Health Insurance License


PROFESSIONAL & TEACHING EXPERIENCE

  • Asti Financial Management, LLC.

    Founder and Principal

  • Van Wagoner Capital Management

    Managing Director

  • mPower.com, Inc.

    Vice President

  • Barclays Global Investors

    Business Development/Client Relations, Individual Investors Group
    Portfolio Manager, Advanced Strategies Group

  • Continental Capital Financial Group, Inc.

    Director, Regional Sales & Marketing


PROFESSIONAL ASSOCIATIONS

Board of Directors President, Financial Planning Association of San Francisco

Vice President, BNI Berkeley Chapter