Ashley Abate, SE-AWMA™, CRPC™

Ashley Abate is Vice President and Wealth Management Advisor at OpenArc Corporate Advisory. She helps clients simplify their financial lives by identifying and prioritizing their goals. Ashley works closely with individuals to address key areas such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services.

She is committed to crafting personalized financial strategies designed to help clients pursue meaningful outcomes while building and managing wealth for current and future generations. Ashley holds the Chartered Retirement Planning Counselor™ (CRPC®) designation.

Her areas of focus include concentrated stock management, estate planning, retirement planning, and custom financial strategies. Ashley especially enjoys the educational aspect of her role—empowering clients to become more knowledgeable investors and feel confident in their financial decisions.