It’s that time of year again to vote for The Best of South Sound! Financial Insights Wealth Management won the award for Best Small Business in 2015 and 2021.  Ali Criss-Kemp, CEO and President won the award for Best Financial Advisor in 2014, 2015, 2018, 2019, 2020, 2021 and 2022! We are graciously asking for […]

ESTATE & GIVING Align your values with specialized investment and philanthropic vehicles. $111 million and counting. That’s how much tennis superstar Serena Williams’ venture capital fund raised to invest specifically in founders with diverse points of view. Serena Ventures actively invests in a growing portfolio of more than 60 companies that align with the angel […]

A HUGE congratulations to our very own, Ali Criss-Kemp, CFP®, CDFA®! “The future of the wealth management industry is dynamic & diverse. We, as leaders, have the opportunity & duty to pave the way for ethical business ownership and a lifetime of service to all of our stakeholders : our clients, our team and our […]

Taking Steps To Feed Our Neighbors In Need Financial Insights was out in full force at the 2022 EFN Hunger Walk! The Hunger Walk is an annual opportunity for community members to support Emergency Food Network’s mission of providing food to our neighbors in need “so that no person goes hungry.”         […]