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Plan for Tomorrow - La Jolla, CA

 
Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC

Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC

Director of Financial Advisory Services

  • Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland.

  •  Member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. Published an article in the Encyclopedia of World Terrorism entitled, “The Impact of 9/11 on the Global Economy.”