Kali Hassinger, CFP®, CDFA®, is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.®.
A Center team member since 2013, Kali has been involved in the Financial Planning and insurance profession for more than a decade. She is a frequent contributor to The Center’s “Money Centered” blog and has hosted educational webinars on topics ranging from managing student loans to planning for Medicare. In addition to meeting with clients, Kali is a member of The Center’s Financial Planning Department and Health & Wellness Committee.
Away from The Center, Kali spends many weekends in central Pennsylvania visiting family. She enjoys a good cup of coffee, attending as many concerts as possible, and exploring all Detroit has to offer.
Bachelor of Arts, Bucknell University
CERTIFICATIONS & LICENSES:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Divorce Financial Analyst (CDFA®)
Series 7 and Series 63 Securities Licenses
State of Michigan Life and Health Insurance Licenses
LEADERSHIP & COMMUNITY INVOLVEMENT
Financial Planning Association of Michigan: Completed FPA Residency Program in 2016
Women’s Initiative Task Force, MICPA
Impact 100 Metro Detroit
AREAS OF FOCUS & INTEREST:
Proactive tax planning
Post-Divorce Financial Planning
Pension analysis & maximization
Generational planning for families
LGBTQ Community Planning