Ashley Aguayo

Ashley Aguayo joined Crest Capital Advisors as a Private Wealth Associate in 2020, bringing her passion for transforming complex financial challenges into clear pathways for client success.

With a specialized focus on comprehensive financial planning, Ashley excels at demystifying the intricacies of tax planning by collaborating and integrating directly with clients' tax professionals on the topic of quarterly estimates across investment income, equity compensation, and K1 distributions. Her experience extends to insurance risk analysis—covering both health and property considerations—and creating detailed client reporting and balance sheet composition.

Ashley's analytical approach is balanced by her genuine commitment to building lasting client relationships. She believes that understanding a client's core values is the foundation for creating financial strategies that align with both present needs and future aspirations.

Achieving a B.S. in Business focusing on Finance from Southwest University, Ashley maintains her Life & Health insurance license alongside FINRA Series 7 and 66 certifications.

When not crafting financial solutions, Ashley can be found chasing new challenges outside the office. Currently training for her first half marathon (with potential sights set on tackling a full marathon), she balances her training regimen with outdoor activities such as beach volleyball and hiking.

A self-proclaimed foodie on a perpetual quest for San Diego's ultimate burger, Ashley channels her community spirit through active involvement with the Junior League of San Diego, focusing specifically on combating food insecurity throughout the region.

The eldest of five siblings, Ashley brings her family-honed teamwork philosophy to both her professional and volunteer endeavors: "A team should complement one another like right and left hands—sharing the same goal but each contributing unique strengths to achieve it.”