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 Scates (Asti), CFP®: Moving from our current physical office in Marina Village, Alameda
- Eileen Loustau, CFP®: Managing her office from the serene Berkeley hills
- Frank Bonanni, RIA: Running his practice efficiently from his home in Richmond
- Jessica Benitez, Assistant: Operating her business seamlessly from Zephyrhills, Florida (outside Tampa)
- Oona Rokyta, Planning Assistant: Managing her office with expertise from her home in San Francisco
- Ruby Receptionists (our customer service call center): Handling operations smoothly from Portland, OR
We look forward to continuing our work with current clients and opening up our business to new clients across the Bay Area and the United States.