Kali Hassinger, CFP®, CSRIC®

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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

Awards:

• InvestmentNews $100M Club: Top Female Advisors 2025 - Click to learn more

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