Ali Criss-Kemp

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Ali Criss-Kemp

Chief Executive Officer

Financial Insights

Ali is the CEO & Owner of regional RIA, Financial Insights WealthManagement. Financial Insights was founded in 1981 and for over 40 yearshas been woman owned and operated. Under Ali’s leadership, the firm hasbeen recognized as one of the fastest growing RIAs in the nation, and in 2022Ali was recognized as 40 under 40 by Investment News Magazine. She hasserved as the firm’s Chief Compliance Officer and holds the CFP®designation. She currently leads an amazing team and is working onprogressing the industry towards ethical business leadership, inclusive teamdynamics & creating a firm that serves all stakeholders: clients, localcommunity, and employees. FIWM serves high net worth & ultra-high networth families in the Puget Sound Region.

Talks About
#womeninfinance #womeninbusiness #wealthmanagement #womenbusinessowners #womenempoweringwomen

Preferred Locations
#NorthAmerica

Speaking Engagements

7th Annual Private Wealth West Forum

Paid

The 7th Annual Private Wealth West Forum is the premier conference tailored specifically for Registered Investment Advisors (RIAs), family offices, and private banks across the western region. Renowned as the foremost gathering of the high net worth family wealth management community, this exclusive event curates its content through extensive one-o

18-18 July 2023

Finance

Washington RIA Summit

Free

The second annual Washington RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based across the state of Washington. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking. Portfolio Summits content is built by and for I

14-14 November 2023

Finance

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Ali Criss-Kemp

Chief Executive Officer

Speaking Engagements

7th Annual Private Wealth West Forum

Washington RIA Summit