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JUNE 24, 2024 | 11:00 AM - 12:30 PM ET | VIRTUAL

 
Ali Criss

Ali Kemp
CEO & Owner
Financial Insights Wealth Management

Ali is the CEO, CCO & Owner of PNW based 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 is one of the largest independent RIAs in Washington State. In 2022, Ali was recognized as 40 under 40 by Investment News Magazine. She serves 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 high net worth & ultra high net worth families in 26 states across the United States. Ali created and facilitates the Wisdom With Women Speaker Series which features Puget Sound area female financial, tax & estate professionals in a free educational forum.