Ali is the CEO & Owner of regional RIA, Financial Insights Wealth Management. Financial Insights was founded in 1981 and for over 40 years has been woman owned and operated. Under Ali’s leadership, the firm has been recognized as one of the fastest growing RIAs in the nation, and in 2022 Ali was recognized as 40 under 40 by Investment News Magazine. She has served as the firm’s Chief Compliance Officer and holds the CFP® designation. She currently leads a team of 17 amazing staff and is working on progressing the industry towards ethical business leadership, inclusive team dynamics & creating a firm that serves all stakeholders: clients, local community, and employees. FIWM serves

Ali Criss-Kemp
CEO & CCO
Financial Insights
United States, Washington, Tacoma
About Me
Profile Information
CEO & CCO
Financial Insights
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Tacoma
Washington
United States
Aug 8, 2024
Work Experience
Financial Insights
CEO & CCO Mar 2008 - Present
Email: ali@financialinsights.com
More profiles to browse
Dorothy Lewis
Founder
MD
Mike Dunbar
Principal
DM
Daniel McCaffrey
Senior Portfolio Manager
Amanda Burrows
Wealth Advisor and Head of Retirement Planning
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management