Ashley Wunderlich

Koradel Capital Management

 

Member profile details

 

Contact Details

First name
Ashley
Middle Initial
K
Last name
Wunderlich
Suffix
CFA, CFP
Badge Name
Ashley Wunderlich, CFA, CFP
Company
Koradel Capital Management
Profile Photo
 

Organization Details

Establishment Date
2024
Services Provided
  • Bill payment services for individuals and families
  • Budgeting
  • Divorce
  • Facilitation of household payroll
  • Fiduciary services including POA, Trustee
  • Financial coaching or counseling
  • Financial fraud issues
  • Financial record management
  • Medical billing issues
  • Negotiating with creditors
  • Solo Agers
  • Working with fiduciaries on financial tasks
Accepting new clients?
Yes, accepting new clients
Specialty
  • Busy Professionals
  • High Net Worth Individuals and Families
  • People in life transition, divorce, loss of spouse, newly engaged, or married new to the workforce
  • Seniors and Older Adults
  • Small Business Owners
Remote Service
Yes, works remotely
Biographical Information
Koradel Capital Management was founded by Ashley Wunderlich and inspired by her passion for finances and family.

Ashley's previous roles include heading up corporate finance and operations at an investment company and over a decade of experience in the financial services industry, including financial advising, mutual fund research, bond trading, and risk management.

Her diverse expertise in researching, strategizing, and offering efficient solutions is a boon for her clients seeking daily money management support.
 

Main Office

Office 1: State
Missouri
Office 1: Zip
63131
Office 1: Phone
314-377-6885
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