Ali A. Criss,  CFP<sup>&reg;</sup> - Financial Advisor

Ali A. Criss, CFP®

Managing Partner

Financial Insights

3110 Ruston Wy, Ste C
Tacoma, WA 98402
(253) 627-6010

General

Ali Criss is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Insights in Tacoma, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Nontraditional Households, Women's Finances

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