Kali Hassinger, CFP®

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CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

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.

EDUCATION:

  • 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