Ali Hashemian

MBA, CFP®
Personal Finance, Retirement, Investing
87%
Helpful
81
Answers
5
Articles
30
Followers
“Concierge financial service is at the heart of everything Ali Hashemian has created at Kinetic Financial, an independent financial advisory firm headquartered in downtown Los Angeles. ”
Firm:

Kinetic Financial

Job Title:

President

Biography:

Ali Hashemian has over 15 years of experience in consulting for both corporate and personal clients.  He began his career at a young age with Capital Aspects, an independent financial consulting firm. While obtaining a Bachelor’s degree in Mathematics and Computer Science at the University of San Diego, Ali also worked for major financial institutions such as Pacific Life and New York Life. He went on to complete his Master’s degree in Business Administration with an emphasis in Finance from the same institution. Since then, he has obtained a degree in Personal Financial Planning from UCLA and a designation as a CERTIFIED FINANCIAL PLANNER™ practitioner. Ali served as the Regional Vice President for CFC Capital Partners, an Allianz owned independent agency. He has given numerous speeches and is considered a subject matter expert on topics such as tax-advantaged planning, risk management, economic conditions, and financial forecasting. Along with consulting personal and corporate clients, he trains and manages thousands of financial advisers across the country.

Ali is the author of the bestselling book OVERTAXED: 6 Powerful Tax Free Investment Strategies-and How to Use Them To Lower Taxes. This easy-to-read book breaks down complicated tax-free strategies and makes them simple to understand. 

As the President at Kinetic Financial, Ali works with individuals, families, and corporations in developing and implementing advanced strategies for their finances, taxes, marketing/branding, infrastructure, and technology. Along with a high level of expertise and innovative strategic planning, Ali works diligently at creating lasting relationships with the people he interacts with on both a personal and professional level.

In his free time, Ali enjoys traveling, sporting/entertainment events, and spending time with his friends and family. He is also an avid philanthropist and participates in various charitable and church programs such as World Vision, Free Wheelchair Mission, and Mariners Church.

CRD Number:

5800048

Insurance License:

#0E82561

Disclaimer:

The information, data, analyses and opinions contained herein do not constitute legal advice offered by Kinetic and are provided solely for informational and educational purposes. While the information and statistical data contained herein are based on sources believed to be reliable, Kinetic does not represent that it is accurate and should not be relied on as such or be the basis for a decision. Kinetic Financial & Insurance Solutions, Inc. and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Kinetic Financial & Insurance Solutions, Inc. Investment Advisory Services are offered through Kinetic Investment Management, Inc. a registered investment adviser. 

All Articles
Sort By:
Most Helpful
April 2018
    Charity, Tax Deductions / Credits
December 2017
    Tax Deductions / Credits, Taxes, Income Tax
February 2017
    Bonds / Fixed Income, Financial Planning, Investing
June 2017
    Investing
April 2017

All Answers
Sort By:
Most Helpful
    Life Insurance
Do beneficiaries pay taxes on life insurance?
85% of people found this answer helpful

Generally, the death benefit of a life insurance is tax-free to the beneficiary. However, another big exception to this is on life insurance policies where the owner and beneficiary is a corporation and the premium payments were tax deductible to the company. In some of these scenarios, the death benefit on the policy may be taxable.

February 2017
    Insurance
What is indexed universal life insurance?
81% of people found this answer helpful
February 2017
    IRAs, Stocks
I have some stocks in a taxable account. Can I use them to fund my Roth IRA instead of using cash?
73% of people found this answer helpful
December 2016
    Debt, Insurance
How can I borrow money from my life insurance policy?
67% of people found this answer helpful
May 2017
    Annuities
What are the risks of annuities in a recession?
60% of people found this answer helpful
February 2017