Ashlee deSteiger, CFP®, CFA® Gunder Wealth Management

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About Ashlee deSteiger, CFP®, CFA®, CPA

When I was 5 years old, I started going to work with my dad at one of his 7 diners. We’d get on the road around 6 AM. I was allowed a day-old doughnut from the freezer for breakfast – white-iced, raspberry jelly-filled was my go-to. He usually zapped it too long in the microwave, making the jelly in the middle piping hot. I was great at peeling hardboiled eggs, restocking the candy case, and tallying up carry-out receipts – I loved every minute of it!

Dad always said my maiden name, Bassano, meant “hard-worker.” I firmly believe that tongue-in-cheek joke, along with my mom & dad’s entrepreneurial spirit, shaped who I am today. Whether it was graduating college as a double major with honors in 3 years, or cycling the US coast-to-coast in 9 weeks, I put my heart and soul into everything I do. I fully expect the same of myself if given the opportunity to be your financial advisor.

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Ideal Clients

  • Dual Income Family
  • Gen X
  • Holistic Financial Planning
  • Women Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly Fee: $1250+/qtr
  • Flat Fee: $4000+/engagement
  • Hourly Fee: $300+/hr
  • Assets Under Management: 0.95%

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