Ashlynne Pala, CFP®

Ashlynne Pala, CFP®

Ashlynne joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. She began her financial services career in 2017 at Purdue Federal Credit Union and later joined StrategIQ in May of 2019. Since then, she has progressed through multiple roles, ultimately becoming a Wealth Advisor after earning her CERTIFIED FINANCIAL PLANNER™ certification.

She enjoys helping clients reach their financial goals, solving problems creatively, and providing education on essential topics such as Medicare, Social Security, Tax and Estate Planning. She particularly enjoys supporting women and retirees as they navigate important financial decisions.

Ashlynne resides in Delphi, Indiana with her husband, where they enjoy beekeeping as a fun side hobby. She also enjoys reading, traveling to new places, and spending time with her family and friends.

Education

  • Bachelor of Science in Financial Counseling & Planning
    Purdue University
  • Associate Degree in Business Administration
    Ivy Tech Community College,

Professional Affiliations

  • Former Director of Communication & Speaker’s Chair in the Financial Planning Association Purdue Student Chapter

Ask Me About

  • Retirement Planning
  • Medicare & Social Security
  • Estate Review
  • Charitable & Family Gifting
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