Ashley Ott leads Vantage Point Financial as Chief Executive Officer, overseeing the firm’s strategy, advisory team, and client experience. She is responsible for setting the firm’s direction and ensuring that clients receive thoughtful, independent financial guidance aligned with their long-term goals.
Ashley works closely with clients and advisors to deliver comprehensive financial planning rooted in clarity, discipline, and trust. She brings a deep commitment to helping individuals and families make confident decisions around retirement, investments, and long-term financial security.
As the firm’s leader, Ashley is focused on sustaining the values on which Vantage Point Financial was founded while guiding the firm into its next chapter. She emphasizes collaboration, professional development, and a strong planning culture that supports both clients and the advisory team.
Education:
- Bachelor of Arts, Concentration in Psychology —Harvard University, Cambridge, MA
- Certified Financial Planner Certificate Program —Boston University, Boston, MA
Designations & Licenses:
- CERTIFIED FINANCIAL PLANNER® Professional
- FINRA General Securities Representative (Series 7)
- NASAA Uniform Combined State Law Examination (Series 66)
- Massachusetts Life Insurance License
- Accredited Investment Fiduciary® (AIF®) Designee
Professional Associations:
- Financial Planning Association (FPA)
*2019 Investment News 40 under 40, created by Investment News. Presented in June 2019, based on data gathered in 2019. Over 1000 advisors were considered, 40 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.