Ali Hashemian is a CERTIFIED FINANCIAL PLANNER professional and the bestselling author of Overtaxed: Six Powerful Tax-Free Investment Strategies. The book became a bestseller in less than 24 hours due to its simple, easy-to-understand framework to creating a tax-free investment plan. Ali works with individuals, families, and corporations in developing a holistic financial plan encompassing investments, taxes, insurance, retirement, and legal/estate planning. He has been featured a subject matter expert on most major media outlets such as CNN, FOX, ABC, Forbes, and many more.
Ali began his career at a young age with Capital Aspects, an independent financial consulting firm. While obtaining a Bachelor’s degree in Mathematics and Computer Science at the University of San Diego, Ali also worked for major financial institutions such as Pacific Life and New York Life. He went on to complete his Master’s degree in Business Administration with an emphasis in Finance from the same institution. Since then, he has obtained a degree in Personal Financial Planning from UCLA and the prestigious designations as CERTIFIED FINANCIAL PLANNER practitioner and CHARTER FINANCIAL CONSULTANT. He has given numerous speeches and is considered a subject matter expert on topics such as tax-advantaged strategies, retirement solutions, and estate planning.
We take our responsibility to our clients personally, treating each and every portfolio as if it were our own.
At our firm, we take our responsibility to our clients personally, treating each and every portfolio as if it were our own. Through our comprehensive and holistic approach, we can assure you that all financial strategies will be evaluated and nothing will be forgotten or left on the table. While each case is designed independently, they are all treated with the same integrity, respect, and detail-oriented forward thinking that is paramount to the “Concierge Experience”.