Chief Executive Officer & Chief Compliance Officer Ali is the CEO & Owner of 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, […]

Principal Mike has served his Financial Planning clients since 1982. Mike enjoys working with individuals, corporate executives and business owners focusing on investment, wealth management and financial planning issues. Mike believes strongly in the “Fiduciary Standard” in all areas of financial planning. That standard requires a Certified Financial Planner to always put the needs of […]

Founder Since founding Financial Insights in 1981, her dedication to developing deep and long-term client relationships with clients has become standard practice. Dorothy’s passion has helped clients realize and implement their dreams. As a CFP®, Dorothy has extensive experience as a wealth manager both regionally and nationally. Her proficiency in personal finance and insightfulness in […]

Wealth Advisor Amanda is a Wealth Advisor and the Head of Retirement Planning at Financial Insights. Amanda joined the financial industry in 2009. Her earlier experiences in the private client sector allowed her to realize her career passion. Her greatest satisfaction is financial education and helping clients navigate major life changes with smart financial decisions. […]

Wealth Advisor John is a 50+ year veteran in the financial services industry having entered the accounting profession in 1964.  He was a tax department manager for the largest regional CPA firm in Long Beach, CA before starting his own CPA practice in 1969.  John has extensive and diversified experience in real estate and small business with special […]

Wealth Advisor Alan is a Certified Financial Planner™  with a bachelor’s degree in Economics from University of Washington.  He loves coming to work every day because it’s his job to help people create a financial plan so they can find more time to enjoy life.  Taking the responsibility of retirement planning off his client’s shoulders […]