Ali L. Bach

CFP® Financial Advisor (717) 975-8800

Ali L. Bach Specializes In:

  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Wealth Management
  • Income Strategies
  • Social Security Planning
Location

Camp Hill, PA

Education

Bachelor of Science, Finance; Bachelor of Science, Marketing – University of Pittsburgh

Licenses

FINRA Series 7, 66; Pennsylvania Life/Health & Variable Annuity License

Bio

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 over 10 years of experience, she counsels her clients in the areas of retirement planning, estate planning, risk management, and tax planning.

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 two sons. Ali is a member of the Rotary Club of Harrisburg. In her free time, Ali relaxes by playing the cello, an instrument that she has been playing since she was 8 years old.

 

Check out the background of investment professionals on FINRA’s

Cambridge Investment Research Advisors, Inc. ADV 2A

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