Ali bach, CFP®
Personal CFO
As an original resident of Pittsburgh, PA, Ali graduated from the University of Pittsburgh with dual degrees in Finance and Marketing. Ali earned her CERTIFIED FINANCIAL PLANNER™ Certification in 2012 and is committed to helping her clients achieve their financial goals. With over 12 years of experience, she counsels her clients in the areas of retirement planning, estate planning, risk management, and tax planning.
Ali emphasizes the importance of having a plan. As a CERTIFIED FINANCIAL PLANNER™, Ali works under a fiduciary responsibility. A Fiduciary is defined by CFP Board as one who acts in utmost good faith, in a manner he or she believes to be in the best interest of the client.
In the words of Warren Buffett, “Someone is sitting in the shade today because someone planted a tree a long time ago.”
Currently residing in Mechanicsburg, Ali enjoys spending time with her husband and two sons. In her free time, Ali relaxes by playing the cello, an instrument that she has been playing since she was 8 years old.
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Securities offered through Kestra Investment Services, LLC, (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Service, LLC, (Kestra AS) an affiliate of Kestra IS. Boden Wealth, is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures.
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