Investment & Planning

Ashleigh Dyson, CFP®, CLU®

Ashleigh Dyson, CFP®, CLU®

Financial planner

Born and raised in the Washington, D.C. area, Ashleigh earned her BS in business administration and finance from American University. She entered the wealth management business with Convergent Wealth Advisors in D.C. before moving to the firm’s Los Angeles office in 2015. At Westmount, Ashleigh works closely with clients on various aspects of their financial lives, including retirement, trust and estate planning, insurance, taxes and more.

Ashleigh has her FINRA Series 65 license and holds the CERTIFIED FINANCIAL PLANNER™ certification. She has also earned the right to use the Chartered Life Underwriter (CLU®) designation through the American College of Financial Services to review life insurance policies and is currently in the process of pursuing her Chartered Financial Analyst® designation.