Ali Nasser is the founder of The Wealth Integration System for Entrepreneurs™ or WISE™, an education and coaching company for business owners to address their biggest dilemmas at the intersection of business, wealth, and life planning.

Ali created a collaborative financial planning process called Wealth with Purpose, in which he and his clients co-create the vision and plan for their wealth. This process helps clients experience a complete paradigm shift in the way they see their wealth and what it can provide. This clarity allows them to re-prioritize their objectives and time based on what they truly value and realize their life’s work. Sequoia Financial Group acquired his company, AltruVista, in March 2024.

Ali is a Certified Exit Planning Advisor® (CEPA), Accredited Estate Planner® (AEP), and CERTIFIED FINANCIAL PLANNER™ (CFP®). He’s also a Houston Business Journal 40 under 40 recipient. Ali holds a degree in Finance from the Bauer School of Business.