Ashley Coake (CFP®, EA)

Ashley Coake focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Insurance Related Issues
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

My favorite part of being a CERTIFIED FINANCIAL PLANNER™ professional is watching clients succeed. I am passionate about helping each client cultivate their own best financial life (current and future).

It was at Radford University, where she graduated summa cum laude, that Ashley discovered her passion for finance, thanks to some great professors and a wonderful organization. She participated in and was the first female president of the Student Managed Investment Portfolio Organization (SMIPO), which is a student led organization that manages real assets for the Radford University Foundation (almost $2,000,000 now). She continues to be involved with SMIPO by serving as Chair for the organization’s Board of Directors.

Ashley started her career in finance at the National Bank of Blacksburg during college. From there, she worked for a Broker Dealer that managed investments, where she passed her investment advisor representative and life, health, and annuity insurance licensing exams. However, it always seemed like investing was just one piece of a much larger puzzle. Continuing her push for the remaining pieces of the puzzle, she joined an independent Registered Investment Advisory firm, where she earned her CFP® certification. She constantly pursues learning and has since earned the Enrolled Agent credential, the highest credential the IRS awards. In 2018, Ashley started Cultivate Financial Planning.

When Ashley isn’t engaged in Financial Planning, you’ll likely find her outside on the farm with her husband Matt where they raise chickens, pigs, cows, and a garden.

NAPFA Start Date

January 02, 2019


This Office

6580 Valley Center Drive, Ste 165 Radford, VA 24141-5694 Phone: (540) 505-0095