Our Team

At Asti Financial we take a team approach to working with clients.

Asti Financial Management, LLC was founded out of a desire to help individuals gain control over their finances and to maximize their wealth in order to realize their goals and dreams. Using our financial skills and knowledge, we help clients live a healthy, balanced life that is free from the stress of worrying about their financial futures.

Asti Financial Management, LLC is not just a business – it is an extension of our personal values. We are happy to use our extensive knowledge of finance and investing to help others optimize their financial situations. We work to provide honest, high quality, easy to understand, and implement financial planning advisory services to individuals and small businesses in order to facilitate comfort and balance in their personal and financial lives.

Julie Asti, CFP^® – Founder and Principal of Asti Financial Management, LLC

Asti Financial Management, LLC was founded in 2005 out of a desire to help individuals gain control over their finances and to maximize their wealth in order to realize their goals and dreams. The firm has always been completely independent and not affiliated with any broker/dealer because we want to be 100% objective in any strategies or investment products recommended to clients.  This business is built on our reputation.  The advice provided to clients is the best possible solution, in our opinion, for each client’s goals and needs.

Julie brings clients over 35 years of experience in the financial services and investment management industry having worked with small independent financial firms to world-class organizations like Barclays Global Investors, creating and launching their iShares products. 

She earned her CERTIFIED FINANCIAL PLANNER™ credential in 2005 after attending the University of California, Berkeley, where she received a Graduate Certificate, with honors, in Personal Financial Planning (2005).  She also has a Bachelor of Science in Finance, Banking and Real Estate from San Francisco State University (1991).  She is a licensed health, life, and long-term care insurance agent with the State of California (#0E67228).

Julie is an active member of the Financial Planning Association of San Francisco, having served on the Board and as President of the Board during my membership. She has also served on the Board of Directors of the Bay Area Financial Education Foundation which provides free financial education to at-risk Bay Area youth.

She is a Bay Area native and enjoys spending time with my family and friends, exploring the Bay Area in all its uniqueness, is a lover of music and enjoys traveling around the US and abroad.

Daniel Leshowitz – Associate Planner

Daniel Leshowitz brings a systems-driven, analytical approach to personal financial planning following a successful career in financial technology. Having worked at the intersection of technology and finance, Daniel specializes in transforming complex financial lives into clear, actionable strategies. He partners closely with clients to navigate comprehensive investment management, tax planning, and risk management through structured, objective advice tailored to their long-term goals.

Daniel holds a B.A. in Economics and Political Science from Northwestern University and earned his Certificate in Personal Financial Planning from UC Berkeley Extension. He has passed the CFP® Certification Examination.

A resident of Berkeley, Daniel balances family time with his wife and daughter alongside training for his next half marathon.

Frank Bonanni – Paraplanner

Frank has worked in financial services since 1999. He began his career as a Risk Analyst and Corporate Trainer at TD Waterhouse. He later served as team lead for the new hire training program at Quick & Reilly, which was subsequently acquired by Bank of America Investments.

At Quick & Reilly/Bank of America Investments, Frank developed, facilitated, and managed sales and systems training for new financial advisors. He also oversaw the continuing education program for the existing sales force, supporting teams based in New York City, Charlotte, NC, and Boston.

After transitioning out of training, he became the Northeastern Relationship Manager, leading a team of 15 advisors. In this role, he acted as a key mediator and liaison between the front office, back office, and external vendors.

Frank then moved to JP Morgan/Chase as a Financial Advisor, with a focus on comprehensive financial planning—a skill set he draws upon daily in his current role as paraplanner with Asti Financial.

Frank is a Registered Investment Advisor with the State of California.

He enjoys his spending time with his girlfriend and children, yoga, traveling, literature and film, and is a bit of a foodie.

Jorxicarem Asfar – Administrative Assistant

Jorxi (pronounced ‘Jorshi’) joined Asti Financial Management in 2025, where she plays a key role in supporting daily operations and ensuring an exceptional client experience.

With over 10 years of administrative experience and a background in Mass Communications and Journalism, Jorxi oversees client scheduling and calendar management, prepares materials for client engagements, and supports the firm’s marketing efforts through their social media campaigns.  She is highly detail-oriented and ensures that all client information is handled with the utmost care, confidentiality, and security.

Recently relocated to Arizona from Texas, Jorxi enjoys making music and painting in her free time. Fluent in Spanish, Jorxi helps ensure clear communication and seamless coordination for our diverse client base. Her organization, professionalism, and behind-the-scenes support help keep Asti Financial Management running smoothly and efficiently.

Virtual Team Ruby Receptionists – Live Call Answering Service

We partner with Ruby Receptionists to provide clients with a high-quality customer service experience every time they call us! Ruby Receptionists connects you to the staff at our firm and provides your messages on a timely basis. For more information, please visit: www.callruby.com