GFP - Charles Schwab

​Ashley Murphy, CFP® GFP Fellow, is a tri-citizen of the USA, Australia and the UK. Ashley is the founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia.​

From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He served as a Knowledge Circle host for the Financial Planning Association's International and Cross-Border Knowledge Circle (2017 - 2019), and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the few financial advisors qualified in multiple countries. Ashley has been quoted in the Wall Street Journal and profiled in Financial Advisor Magazine.​

Ashley lives with his wife Eliza, and daughters Elise & Jasmine in Minneapolis, MN. He enjoys cycling, reading and world travel. He is a futurist with interests in architecture, renewable energy and demographics.

Jennifer Pappas is the Director of Client and Advisor Risk Solutions at Schwab Advisor Services. Prior to joining Schwab, she held several roles at an RIA based in New York City, including Chief Operating Officer, Chief Compliance Officer, and Vice President of Client Relations. Ms. Pappas holds a bachelor’s degree in political economy from Tulane University and a Master of Business Administration degree from the Leonard N. Stern School of Business at New York University.