Professional Summary
Professional Overview
Ashley Micciche is the CEO of True North Retirement Advisors, LLC, a leading financial advisory firm based in Portland, Oregon. With over 15 years of experience in the financial services industry, she is a respected expert in retirement planning and investment management. As the host of the popular "Retirement Quick Tips" podcast, Ashley shares her insights and strategies with a wide audience.
Experience Summary
Current Role
As the CEO of True North Retirement Advisors, LLC since 2018, Ashley is responsible for the overall strategic direction and operational management of the firm. Under her leadership, the company has experienced significant growth, expanding its client base and enhancing its suite of retirement planning services. Ashley is actively involved in developing innovative financial solutions and guiding clients towards achieving their long-term financial goals.
Career Progression
Prior to her current role, Ashley held several senior positions in the financial services industry. She served as the Vice President/Investments at Stifel Financial Corp. from 2009 to 2018, where she provided comprehensive investment and wealth management advice to high-net-worth individuals and families. Earlier in her career, she worked as a Financial Consultant at A.G. Edwards & Sons, Inc., gaining valuable experience in financial planning and client relations.
Academic Background
Ashley holds a Bachelor of Science degree in Finance from the University of Oregon, where she graduated with honors. Her academic achievements and strong analytical skills have been instrumental in shaping her successful career in the financial industry.
Areas of Expertise
- Retirement planning and investment management
- Wealth preservation and asset allocation strategies
- Comprehensive financial planning for high-net-worth individuals and families
- Thought leadership and industry expertise demonstrated through the "Retirement Quick Tips" podcast
Professional Impact
Under Ashley's leadership, True North Retirement Advisors has consistently achieved industry-leading client satisfaction rates and has been recognized as one of the top retirement advisory firms in the Pacific Northwest. She has been actively involved in industry associations, contributing to the development of best practices and advocating for the advancement of the financial planning profession.
Conclusion
With her extensive experience, deep industry knowledge, and commitment to client success, Ashley Micciche is a respected leader in the retirement planning and investment management space. As the CEO of True North Retirement Advisors, she continues to drive innovation and deliver exceptional financial solutions that help her clients achieve their long-term financial goals.
