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Ashley Dickson, CFP®, ChFC®

Providing Comprehensive Financial Planning and Investment Management Services

Ashley Dickson is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) who co-founded Next Bloom Wealth LLC in August 2022.1 She provides comprehensive financial planning and investment management services, focusing on tailored recommendations to help clients reach their financial goals.12

With over 15 years of experience in the financial industry, Ashley's career includes:

  1. Co-Founder at Next Bloom Wealth LLC (August 2022 - Present)
  2. Wealth Advisor at CommunityAmerica Financial Solutions, LLC (July 2018 - July 2022)
  3. Branch Sales Manager at CommunityAmerica Credit Union (April 2008 - July 2018)

Ashley's approach to financial planning involves:

  • Taking a team-based approach to provide multiple perspectives and options
  • Focusing on goals during the accumulation phase and shifting to cash flow planning for retirement transitions
  • Offering comprehensive services including tax planning, estate review, risk management, investment allocations, and more

She is passionate about helping clients uncover the "why" behind their financial goals and aligning those goals with their values.23 Ashley's educational background includes studies at the University of Missouri-Columbia and a Bachelor of Liberal Arts from the University of Missouri-Kansas City.1

Highlights

May 9 · linkedin

Lee's Summit Leadership Class of 2018

What an amazing ride the last 9 months have been. Cheers to many more memories and positive imprints to come!

Apr 26 · linkedin

Beautiful day to spend outdoors with my teammates #leessummitchamberchallenge #communityamerica #teamwecare

Related Questions

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Ashley Dickson, CFP®, ChFC®
Ashley Dickson, CFP®, ChFC®, photo 1
Ashley Dickson, CFP®, ChFC®, photo 2
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Location

United States