Ashley Russo

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About

Ashley Russo is a wealth advisor, keynote speaker, AI Board member and founder of one of the fastest-growing all-female advisory firms in a Fortune 100 company. With firm certifications including CFP®, ChFC®, WMCP®, and Series 7, she helps employees build financial confidence through relatable, jargon-free guidance. A first-generation wealth builder and regular contributor to CNBC, CBS, and FOX News, Ashley makes money make sense—connecting financial planning to real-life goals like family, career, and legacy. Based in California, she speaks nationwide for leading tech and corporate ERGs.

Services

  • One Life Event Away: Mental Wellbeing in the Age of Financial Uncertainty Keynote

    As a thought leader in the financial space, AI board member, author, and keynote speaker, Ashley leads intentional, human-centered conversations around financial empowerment. This 45-minute keynote, available virtually or in person, is not in conflict with 401(k) providers or internal financial teams, but instead offers a unifying conversation about mental wellbeing through financial wellness. In an era where many employees, particularly in tech, fear being replaced by AI and feel “one life event away from poverty,” financial stress has become a mental health issue, not just a money issue. Ashley addresses what’s truly on employees’ minds, helping them reframe uncertainty, navigate multigenerational financial pressures, and reconnect with a sense of agency. The future isn’t bleak, the headlines are, and this conversation equips people to mentally prepare for what’s ahead while staying engaged in the present.

  • Owning Your Worth: The Real Meaning of Financial Freedom Workshop

    This conversation-style workshop empowers women to take ownership of their finances and close confidence gaps in money discussions. Ashley shares practical, real-world strategies women can use to invest, plan, and advocate for themselves at every life stage. Through open dialogue and relatable examples, participants learn how to approach financial decisions with clarity, confidence, and control. Designed as a 45-minute workshop, this session can be delivered virtually or in person, leaving attendees with actionable tools, stronger financial confidence, and a clearer understanding of how to align money decisions with what matters most.

  • Stock Compensation and Tax Planning 101 Workshop

    This clear, no-fluff workshop breaks down how to make the most of stock options, RSUs, and ESPPs. Ashley simplifies what can feel intimidating by walking participants through taxes, timing, and practical strategies for turning equity into long-term wealth. Through real-world examples and approachable guidance, participants gain confidence in managing their stock compensation and learn how to avoid common and costly mistakes. Designed as a 45-minute workshop, this session can be delivered virtually or in person, leaving employees equipped to make informed decisions about their equity and financial future.

  • Taking Control of Your Money and Mindset Keynote

    For many, family is both the motivation and the pressure behind every financial decision. In this thoughtful keynote, Ashley helps parents and caregivers move from survival mode to stability and freedom by reframing how they approach money, planning, and long-term security. Through practical guidance and relatable stories, she offers a clear roadmap for supporting loved ones without sacrificing peace of mind or personal well-being. Designed as a 45-minute keynote, this talk can be delivered virtually or in person, leaving audiences feeling more confident, grounded, and empowered in the financial choices that shape their families’ futures.