Asti Financial Management is an independent financial planning firm serving clients in the Bay Area and across the country. Since 2005, the firm has helped individuals make informed financial decisions through fee-based planning and investment guidance. Its client-focused, fiduciary approach is designed around each client’s goals and needs, without requiring an ongoing asset management relationship or charging a percentage of assets under management.

Services include focused planning engagements and comprehensive financial plans, with guidance for retirement, career transitions, education funding, investment decisions, portfolio reviews, major life changes, and equity compensation such as RSUs, NSOs, and ISOs. Asti Financial Management also provides investment planning and wealth consulting. Clients begin with a complimentary introductory call to discuss their questions and determine which engagement may be appropriate. The firm offers fully virtual meetings and serves communities across the East Bay, South Bay, and North Bay, as well as clients elsewhere in the country. Founded by Julie Asti, the firm emphasizes independence and objective recommendations, and invites prospective clients to schedule a strategy session.