Ali helps high net-worth clients and advanced financial advisors achieve their true potential through diligent planning, prioritized implementation, and consistent monitoring. Being a second generation advanced financial planner as well as having extensive education and experience in finance and financial planning give him the ability to offer comprehensive, customized, concierge financial planning services to retail and wholesale clients. He has a proven track record of delivering results based on his holistic approach and innovative designs.Specialties:Investment PlanningEstate PlanningTax Planning and Tax-Advantaged SolutionsRetirement PlanningCorporate Consulting and Employee Benefits SolutionsRisk Management and Insurance PlanningCharitable Planning and Philanthropic Solutions