As an original resident of Pittsburgh, PA, Ali graduated from the University of Pittsburgh with dual degrees in Finance and Marketing. Ali earned her CERTIFIED FINANCIAL PLANNER™ Certification in 2012 and is committed to helping her clients achieve their financial goals. With nearly 10 years of experience, she counsels her clients in the areas of retirement planning, estate planning, risk management, and tax planning. She works closely with her clients to orchestrate and facilitate the implementation of customized plans and strategies.
Ali emphasizes the importance of having a plan. As a CERTIFIED FINANCIAL PLANNER™, Ali works under a fiduciary responsibility. A Fiduciary is defined by CFP Board as one who acts in utmost good faith, in a manner he or she believes to be in the best interest of the client.
[ In the words of Warren Buffett, “Someone is sitting in the shade today because someone planted a tree a long time ago.” ]
Currently residing in Mechanicsburg, Ali enjoys spending time with her husband and one-year-old son. Ali is a member of the Rotary Club of Harrisburg, and she also sits on the board of Theatre Harrisburg. In her free time, Ali relaxes by playing the cello, an instrument that she has been playing since she was 8 years old.
Over the next few decades, Ali envisions herself increasing her involvement within the City of Harrisburg and directing her efforts to improve Harrisburg’s inner-city schools.