Ashleigh McFarlin earned her Certified Financial Planner, CFP® Certification in August 2018.
Ashleigh enjoys working closely with clients on with their budget projections using Emoney as a tool. Ashleigh, a.k.a. “The Budget Queen,” is an avid user of a whiteboard where she details every monthly expense. She shares this method with our clients, as she has found it to be an effective way to help stay on track financially.
Ashleigh ’s energy, intellect, and motivational style make her the perfect fit for ZFA. She is a graduate of The University of North Carolina at Greensboro and holds a Bachelor’s degree in Human Development and Family Studies. Before joining ZFA, Ashleigh managed a local insurance agency for 11 years, where she wrote home, auto, life, and commercial policies.
We are not judgmental about our client's expenses or lifestyle. Our goal is to teach you to make better financial decisions. We believe in providing an atmosphere of gentle guidance using financial education to help our clients become empowered and confident about their financial future.
Ashleigh enjoys running with her friends in a local women's running club, volunteering her time to all things running, as well as kayaking, baking, and spending time at home with her husband and their two dogs.