Paige Scannapieco, CFP®
Paige Scannapieco, CFP® is a Private Wealth Advisor with Ashline Financial Wealth Management and Insurance Solutions, where she partners with individuals and families to develop comprehensive financial strategies designed to support long-term financial security and confidence. Based in San Diego, Paige works closely with clients to create personalized plans that align with their life goals, including retirement planning, wealth accumulation, and financial protection. Her client-centered approach focuses on building strong relationships and providing guidance that helps clients feel prepared for both opportunities and uncertainties in their financial lives. Before joining Ashline Financial, Paige spent more than eight years with Fidelity Investments, where she served in multiple roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. In these positions, she developed extensive expertise in investment guidance, financial planning, and client relationship management. Paige earned her Certified Financial Planner™ (CFP®) designation in 2023 and holds a Bachelor of Science in Mathematics from University at Albany, State University of New York, where she also minored in business and competed as a member of the university’s track and field team. Much of Paige’s time is dedicated to meeting directly with clients both in person and virtually learning about their lives, priorities, and financial concerns. She regularly works with individuals and couples to understand their current situation and design strategies that support their long-term goals, whether that means preparing for retirement, saving efficiently, purchasing a home, or balancing spending with future planning. Through ongoing conversations and thoughtful financial guidance, Paige strives to give her clients clarity and peace of mind, helping them make confident decisions about their financial future while managing the demands of her professional career and life as a mother of three young children.
• Series 66
• Certified Financial Planner (CFP)
• Series 7
• Series 63
• Life Insurance License
• University at Albany - BS, Mathematics
• Decathlon Record Holder at University of Albany
• Spartan Race Age Group Awards
• Women's Financial Industry Group
• BNI United
• Curebound Cancer Challenge
What do you attribute your success to?
I attribute most of my success to consistency and discipline. Whether it’s training for a marathon, raising three boys, or helping clients plan their financial futures, I believe showing up and doing the work—day after day—is what creates real results.
What’s the best career advice you’ve ever received?
The best career advice I’ve received is to work hard but give yourself grace. You can’t solve everything in one day, but if you focus on getting 1% better every day, that progress compounds. Keep learning, keep improving, keep always doing what's best for your clients and over time those small steps turn into meaningful results
What advice would you give to young women entering your industry?
I would encourage women to connect with other women in the industry. I’m part of a group where we openly talk through challenges, celebrate wins, and brainstorm solutions when things don’t go as planned. Having that community behind you is incredibly powerful. It builds confidence and reminds you that you’re not alone—others have experienced the same challenges and can offer perspective and support. That kind of connection has been incredibly valuable for me, and I always encourage women to build those networks
What are the biggest challenges or opportunities in your field right now?
I think one of the biggest opportunities in this industry is that so many people want help with their finances—they just don’t know where to start. That creates a huge opportunity for advisors to focus on education and being a trusted resource. With the amount of wealth transfer that’s expected over the coming decades, helping people build solid financial plans is more important than ever.
At the same time, one of the challenges is that people are increasingly turning to tools like AI to try to solve complex financial questions on their own. While those tools can be helpful for general information, they can’t replace personalized advice. Financial planning is deeply personal, and working with a professional who understands your full situation can make a big difference.
What values are most important to you in your work and personal life?
Integrity is incredibly important to me. In this industry, honesty matters—even when it means having difficult conversations. As a fiduciary, my responsibility is always to act in my clients’ best interests, and that requires transparency and trust.
My husband has always been a very honest person, and that was one of the qualities I admired most about him. That value has carried into my career. I try to approach everything I do with integrity, making sure my clients know they’re getting honest guidance—even when the conversation isn’t always the easiest
Locations
Ashline Financial Wealth Management and Insurance Solutions
4250 Executive Square, San Diego, CA 92131
Call