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Ali Nasser, CFP®, AEP®, CEPA®
Strategic Lead – Wealth Integration System for Entrepreneurs™
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About Ali
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. He has a degree in Finance from the Bauer School of Business.
CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Check the background of this investment professional on FINRA’s BrokerCheck.
Ali Nasser is a registered representative who offers securities through Valmark Securities, Inc., Member FINRA, SIPC. 130 Springside Dr. #300, Akron, OH 44333, 330-576-1234. Valmark CRS 2024.
Sequoia Financial Group is a separate entity from Valmark Securities, Inc.
Up Close
- Ali is also a part-time racecar driver
- The Amazon Best-selling author of “The Business Owner’s Dilemma,”
- The Founder of the Wealth with Purpose Foundation.
- He resides in Houston, Texas.
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Ali Nasser, CFP®, AEP®, CEPA®,
Strategic Lead – Wealth Integration System for Entrepreneurs™
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