Ashley  Bleckner

Ashley Bleckner

| MA, CFP®

RS Crum Inc.

(949) 428-9696

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Fee-Only Financial Planner serving the Newport Beach, CA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

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4 Upper Newport Plz
Ste 201
Newport Beach, CA

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Ashley Bleckner is a Newport Beach, CA Fee-Only Financial Planner serving Newport Beach and all surrounding areas. RS Crum Inc. specializes in providing objective financial planning and investment management to help clients build, manage, grow, and protect their assets through life's transitions.   Ashley Bleckner is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Ashley Bleckner is an Advisor with RS Crum and also leads the Marketing team.

Prior to committing to join RS Crum in 2015, Ashley spent over three years with a wealth management firm based in Toledo, Ohio serving as a Client Relationship Manager where she helped develop, coordinate, and implement financial plans and manage day-to-day client requests. Ashley takes great pride in her client relationships.

Actively involved in the community, Ashley is a member of ProVisors, the Orange County FPA, the National Association of Personal Financial Advisors (NAPFA), and CalCPA. Ashley has volunteered her time on a number of philanthropic projects, including the Center of Investment and Wealth Management at UCI (LIFEvest), “It’s Your Money,” Alzheimer’s Association, and is a co-founder of the Austin Kudzia Scholarship.

Ashley has previously studied in Florence, Italy and has taught several college classes in Economics. Ms. Bleckner has a Bachelor of Science in Business Economics from Miami University and a Masters of Arts in Economics from Bowling Green State University.

Ashley lives in Capistrano Beach with her two dogs, Ella & Fitzgerald. Her hypo-allergenic pups sometimes even grace the office with their presence. She spends her weekends with them at the beach and exploring the beautiful outdoors that California has to offer. Ashley also has a passion for travel, education and the arts.

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RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California serving clients in Orange County, surrounding areas, and across the country. As a CFP® with RS Crum, I specialize in providing objective financial advice to help clients manage, grow, and protect their assets through their working lives and through retirement. As fiduciary consultants, we serve our clients – not sell them.

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