Passionate about education, he has helped host many educational events, including an annual Women’s Investment Seminar Brunch.
Joined Lido: 2025
Homebase: San Francisco Bay Area
Professional Focus: Focused on helping clients and their families build and maintain generational wealth and brings extensive experience as a wealth advisor and financial planner. In addition, Ashish has extensive experience in investments, serving as a member of the investment committee at his previous firm.
Education: B.S., Mechanical Engineering, University of California, Berkeley; M.B.A., Texas A&M University, Commerce
Previous Work Highlights: Prior to its partnership with Lido in 2025, he served as a Wealth Advisor at BluePointe Capital Management. Previously worked at First Command Financial Services as an investment advisor representative and a registered representative to clients.
Personal Facts: Enjoys teaching and mentoring college students and recent graduates on financial literacy and planning. Previously was a leader in the U.S. Department of Defense for more than 15 years before switching over to the financial services industry.
