Kali Hassinger, CFP®, CSRIC®

Connect with Kali: Email | LinkedIn | My Blogs | FINRA's BrokerCheck

Partner, Senior Financial Planner, and CERTIFIED FINANCIAL PLANNER®

Kali Hassinger is a Partner and CERTIFIED FINANCIAL PLANNER® professional at the Center for Financial Planning, Inc.® Since joining the firm in 2013, Kali has spent more than a decade helping clients navigate their financial lives with clarity, confidence, and informed decision‑making. As a trusted partner, she helps clients meet their goals through individualized financial planning.

Kali’s purpose is for clients to feel fully supported—confident in her expertise, yet always comfortable bringing forward any question or concern without fear of judgment. She believes the best financial planning relationships are built on trust, transparency, and open conversation.

A passionate educator, Kali regularly hosts webinars and presentations on Divorce Financial Planning, Taxes in Divorce and Retirement, Charitable Giving, and Environmental, Social, and Governance (ESG) investing.

Outside of her professional work, Kali frequently travels to central Pennsylvania to visit family, attends as many concerts as possible, and loves exploring everything Detroit has to offer.

EDUCATION:

  • Bachelor of Arts, Bucknell University

Awards:

CERTIFICATIONS & LICENSES:

  • CERTIFIED FINANCIAL PLANNER® (CFP®)

  • Series 7 & 63 Securities Licenses

  • State of Michigan Life & Health Insurance Licenses

  • Chartered SRI Counselor® (CSRIC®)

LEADERSHIP & COMMUNITY INVOLVEMENT:

  • Michigan Women’s Tax Association

  • Impact 100 Metro Detroit

AREAS OF FOCUS & INTEREST:

  • Proactive tax planning

  • Retirement Income Planning

  • Post‑divorce financial planning

  • Pension analysis & maximization

  • Generational family planning

Investment News has announced the $100M Club: Female Advisors. These individuals were ranked based on assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months. All figures submitted were subject to a verification process through each advisors’ respective compliance departments. Nominees were vetted by Investment News’ team of editors. Over 600 Female Advisors were nominated and there were 100 winners. This award was based on the time frame of 1/1/2024 to 12/31/2024 and released on August 12, 2025. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Investment News.

Live YOUR Plan™

Newsletter Signup