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Peter Ashby, CFP®, AWMA®

Peter Ashby, CFP®, AWMA®

Vice President,
Financial Advisor

  • Yuba City, CA
  • The Brothers Karamazov | Shawshank Redemption
  • My Dad
  • Plans go wrong for lack of advice; many advisers bring success.
  • Integrity, empathy, and humility

Financial Advisors

Peter Ashby is a wealth management financial advisor based in Sacramento, CA.

Peter joined CAPTRUST in 2021 from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where he was a director of financial planning.

At CAPTRUST, he specializes in creating financial plans, using a disciplined long-term approach, and helping clients prioritize goals. Peter aims to bring clarity and understanding to each unique client situation by aligning values with money.

Prior to Genovese Burford & Brothers, Peter founded and launched his own independent firm, Adams Asbury, where he built a reputation for solid advice and client service. Peter also has experience working as a financial advisor at Smith Barney. He holds a Bachelor of Arts degree in history from California State University, Chico, and a Master of Science degree in financial planning and services from the College of Financial Planning.

Outside of work, Peter enjoys spending time with his wife and their two children. He is passionate about learning new things, reading, and spending time outdoors. Peter also plays the guitar and the drums, and he writes music in his free time.

Education

  • Bachelor of Arts degree in history from California State University, Chico
  • Master of Science degree in financial planning and services from the College of Financial Planning

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor

Industry Involvement

  • Member, Financial Planning Association
  • Member, South Placer Estate Planning Council
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