Kali Hassinger, CFP®, CSRIC®

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CERTIFIED FINANCIAL PLANNER™

Kali Hassinger, CFP®, CSRIC®, is a Senior Financial Planner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.®. 

Kali joined the Center team in 2013 and she has been involved in the financial planning and insurance profession for more than a decade. She hosts educational webinars on topics like managing student loans and planning for Medicare. She is also a frequent contributor to The Center’s “Money Centered” blog. Kali is a member of the firm’s Financial Planning Department and the Health & Wellness Committee.

In 2021, Kali passed her CSRIC exam. She is now a Chartered SRI Counselor™ meaning she can give advice on socially responsible investing.

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

  • Chartered SRI Counselor®

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