Meet The Team

Ali Criss-Kemp, CFP®

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, and in 2022 Ali was recognized as 40 under 40 by Investment News Magazine. She has served as the firm’s Chief Compliance Officer and holds the Certified Financial Planner® 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 the Puget Sound Region.

As a lead wealth advisor, Ali takes a comprehensive approach by analyzing all aspects of a person’s life including short and long term goals, estate planning, taxation, investment, retirement and special circumstances. She specializes in comprehensive wealth management to include investment management, retirement preparedness & execution, business sales & mergers/acquisition assistance and Individual Retirement Accounts. With a focus on financial literacy and education, Ali’s passion is working with complex retirement situations. Common clients are teachers, fire fighters, police officers, small business owners & public service employees. (PERS, TRS, LEOFF, TIAA CREF)

Education

  • Certified Financial Planner
  • BA Pacific Lutheran University

How Ali defines

Communicate:

At Financial Insights, communication is of utmost importance. We believe proactive communication is important to create and keep long lasting relationships. Effective communication of processes and expectations facilitates education, understanding and transparency. We work towards a two way relationship where both client and advisor have room to exchange ideas, express goals and listen. We believe that freedom in communication enables, creates and fosters mutual understanding, respect and trust.

Professional/Community

Best of South Sound

Best of South Sound

best of south sound 2014

  • Voted Best Financial Advisor in the South Sound by South Sound Magazine, 2014, 2015, 2020 and 2022 Disclosure: South Sound Magazine Awards Criteria
  • Honorary Degree/Distinguished Alumnus Tacoma Community College
  • Tacoma Community College Foundation Board of Directors
  • Tacoma Estate Planning Council
  • South Sound Planned Giving Council
  • Rotary #8
  • Business Examiner 40 under Forty Honoree, 2013
  • City Club of Tacoma Dennis Seinfeld Emerging Leader Award Finalist
  • Financial Planning Association
  • CFA Society Seattle Member

When Not Working

  • Tennis
  • Skydiving Competitions
  • Yoga
  • Hiking