We approach the financial marketplace with a fresh perspective, identifying opportunities and solutions that are innovative and effective. Youll see from the start that our priority is you, and that our approach reflects that. Heres what sets us apart.
1) We start by getting to know you and what you want to accomplish. We meet throughout the year to ensure that your financial plan is aligned with your current lifestyle, as well as any relevant changes to legislation.
2) We work closely with you to develop a customized plan designed to protect and grow your wealth in line with your personal values and goals. We provide personalized, one-on-one attention, backed by a robust team and access to a range of resources and experience to help you achieve your financial goals.
3) Your finances affect every aspect of your life. We look beyond our relationship with you to consider a wider perspective, proactively engaging with your team of trusted advisors lawyers, accountants, and more to enhance our strategies and strengthen our plans for your unique situation.
4) Our team is an integral part of your success. Our highly educated professionals possess key licenses that speak to their ability to provide guidance, and they are continually learning about new strategies and resources to share with you.
|Firm Start Year:||2000|
|Name of Broker/Dealer:||Lincoln Financial Advisors|
|Name of Custodial Firm:||National Financial Services (NFS)|
|States Licensed in:||DE, FL, IN, MD, MA, NY, OH, TX, VT, VA, WA|
|Number of Years with Current Firm:||18|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Investment Types:||Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via email, At my office, At your home, Video Conference, Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life, Health, Variable Annuity, Life, Long Term Care|
|Assets Managed by Advisor:||100,000,000|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Compensation Methods:||Commissions, Flat Fee, Based on Assets|
|B.S. - Finance||
University of Maryland - College Park, MD
Nasser Ali is a Registered Representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants, LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-3136547-062320
NASSER ALI, CFA, CAIA, CFP®, AAMS®, CMFC®, CRPC® is the Director of Investment Management at Heritage Financial Consultants. Nasser is tasked with delivering and managing Heritage's investment management process.
Nasser has been involved with investment management for over 25 years. Nasser's experience consists of most aspects of investment management including portfolio design and management, econometric modeling, capital market research, security analysis, manager and product due diligence as well as trading.
Nasser comes to Heritage Financial Consultants by way of Lincoln Financial Advisors (LFA) most recently holding the title of Director of Financial Advisory Services where he was responsible for overseeing the delivery of investment planning. While at LFA, Nasser was a member of LFA's Investment Policy Committee, Steering List Committee and Product Review Committee. Previously, Nasser held portfolio manager and analyst positions at Legg Mason as well as various investment related positions at Calvert Funds and Calvert Funds' affiliated companies.
Financial Planning for Individuals
A BIG-PICTURE FOCUS FOR SUCCESS Your needs, aspirations, and personal situation are unique requiring a highly personalized financial plan. After taking the time to truly evaluate and understand your needs and goals, we work alongside you to build and execute a plan to help you achieve short- and long-term success.
A well-designed portfolio addresses your specific objectives, as well as capital market research and factors related to due diligence. 1) Client Objectives (Objective, Risk Tolerance, Liquidity, Time Horizon, Constraints / Taxes, Unique Circumstances), 2) Asset Considerations (Cash, Bonds, Stocks, Alternative Investments) and 3) Investment Factors (Performance, Diversification, Risk Characteristics, Management, Expenses, Tax Characteristics).
Investment Management & Advice
OUR COMMITMENT TO YOU 1) Provide discipline to your investment decision-making through a methodical process. 2) Align investment solutions with your long-term goals. 3) Offer multiple platforms of traditional asset classes, as well as innovative investment vehicles, such as hedge funds, managed futures, private equity, and real estate. 4) Consult when additional services may be needed, such as tax, estate, and risk management strategies. 5) Represent you in your best interest in a vast marketplace of products, investments, and strategies.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|