Faculty: Ashley Murphy, CFP®
Ashley Murphy
Title(s):
Adjunct Professor
School(s):
Business
415-375-0850
Ashley Murphy, CFP® is the founder and Principal of Arete Wealth Strategists, an investment advisory firm registered in Minnesota with offices in Minneapolis and Berkeley, California. Previously, Ashley worked at David White and Associates, one of the largest family owned insurance general agencies in the Bay Area. In his previous career as a corporate financial analyst, Ashley worked at several large companies including Visa, Babcock and Brown, and VWR International. He is a former secretary of NexGen, the Financial Planning Association's young professionals chapter.
COURSES TAUGHT
RESEARCH INTERESTS & AREAS OF SPECIALIZATION
- Risk Management
- Cash Flow
EDUCATION
- Certified Financial Planner™
- Bachelor of Business Management, University of Queensland
- Bachelor of Arts (Management Information Systems), University of
Queensland - Certificate in Personal Financial Planning, UC Berkeley Extension
PROFESSIONAL & TEACHING EXPERIENCE
- 2015 - Present: Adjunct Professor, Golden Gate University
- 2013 - Present: Founder and Principal, Arete Wealth Strategies
- 2013 - 2015: Financial Planner Expert, eHow Now
- 2012 - 2013: Financial Advisor, David White and Associates
- 2010 - 2012: Paraplanner, David White and Associates
- 2008 - 2009: Financial Analyst, Visa Inc.
PROFESSIONAL ASSOCIATIONS
- 2009 - 2015: Member, Financial Planning Association
- 2015: Board Member, Break the Bubble, Minnesota
HONORS & AWARDS
- 2010: Runner-up, Student of the Year, UC Berkeley Extension
- 2010: East Bay FPA, Student Scholarship Winner
- 2010: SF FPA, Student Scholarship, Runner-up
MEDIA & INTERVIEWS
- Wall Street Journal, The Virtues of Tax Loss Harvesting, Mar 8, 2015
- Financial Advisor, New Solo RIA Aims to Go Global, Dec 3, 2013
- The blog of Arete Wealth Strategists, Arete Wealth Strategies