Financial Insights

Specialties

Financial Planning, Investment Management, Tax Consulting, Wealth Management

History

Established in 1983.

Financial Insights, independently owned since 1981 and registered with the SEC since 1983, specializes in comprehensive financial planning and investment management. Our team works closely with you to help you realize your goals in all phases in life. We realize that you are a unique individual with your own path, ideas, experiences and concerns about investing. That’s why we strive to be the only financial advisory team you will need.

Meet the Manager

Ali C.

Manager

Ali A. Criss, CFP® works closely with the firm’s clients to meet their personal and financial goals. Using Financial Insights established processes; Ali works to analyze each client’s personal and financial goals and situation to formulate a custom financial plan. With a focus on financial literacy and education, Ali’s passion is working with young professionals. She specializes in retirement and insurance needs analysis, financial statements, research and cash flow budgeting. Ali is Washington State Insurance licensed and serves as the firm’s point of contact for long term care insurance and fixed cash flows in retirement.

Ali serves as the firm’s marketing director with a focus on best practices, technology, internet marketing and communication, project management and community relations.