Ashana J. Thorman

Wescom Financial Services Wealth Advisor Specializing in Comprehensive Financial Planning and Investment Advisory Services

Wealth Management as Dynamic, Resilient, and Unique as You

As a Wealth Advisor, Ashana offers strategic, goal-based investment strategies that combine traditional methodologies of modern portfolio theory with the latest research on investor behavior to create a customized and flexible investment model as dynamic, resilient, and unique as you.

An In-Depth Approach to Investing

Ashana’s client-centric approach focuses on goal achievement. She starts with a friendly, conversational consultation that will allow her to gain an in-depth understanding of your true financial goals so she can develop specific investment strategies designed to accomplish each individual benchmark.

Asset and Portfolio Management

Ashana’s investment services provides targeted and active asset and portfolio management, strategic portfolio development and diversification, multiple specialist management, tax management and ongoing oversight to keep your financial goals aligned with your current financial objectives and needs.

From investment management, to insurance, estate planning, retirement planning, charitable gifting, and trust services, Ashana can help create a customized solution to meet all of your Wealth Management needs.

About Ashana

Education

• UC Santa Barbara — BA Degree
• California State University Northridge — MPH Degree

Previous Experience

• Merrill Lynch & Co., 1981 – 1996

Professional Memberships

• Financial Planning Association

Community Service

• Community Health Alliance of Pasadena
• Pasadena Playhouse Diversity Project
• Pasadena/Altadena Links, Inc.
• Pasadena Symphony Angels Project
• YWCA of Greater Los Angeles, Society of Benefactrix

Personal Interests

• Adventure Travel, The Arts, Philosophy

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