Dear Valued Friends and Clients,
We are thrilled to share some exciting news with you – Asti Financial Management is proud to announce that we are going 100% virtual! In response to the evolving landscape following the global pandemic, we are closing our Alameda office and will no longer offer in person meetings.
Over the last three years, we successfully adapted by offering virtual meetings, and now, as virtual interactions have become the norm, we’ve decided to fully embrace this change. While we have maintained a physical office space in Alameda, our in-person client meetings have become increasingly rare. The prevalence of virtual meetings has proven to be more convenient for many of our clients, sparing them the challenges of navigating Bay Area traffic.
As of now, our entire team is operating remotely:
- Julie Asti, CFP®: Relocated happily to her ‘tiny farm’ in Novato in 2023 and works from an office on her property
- Eileen Loustau, CFP®: Managing her office from the quiet vineyards in her Napa home
- Frank Bonanni, RIA: Running his practice efficiently from his garden paradise in San Leandro
- Ruby Receptionists (our customer service call center): Handling operations smoothly from Portland, OR
Our mailing address is:
Asti Financial Management
P.O. Box 319
Novato, CA 94947
Rest assured, our commitment to providing top-notch financial planning services remains unwavering. Our dedicated team is working diligently to ensure a seamless transition, and we are confident that our clients will experience no disruptions in service.
We will maintain the same phone number (510.525.8557), email addresses, and website (www.astifinancial.com).
Thank you for your continued trust in us. We look forward to continuing to provide you with exceptional support and attention to detail.
Best regards,
The Asti Financial Management Team