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Ali Nasser (1)

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.

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™