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Ali Criss
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Ali Criss

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At a glance

Full Name
Ali A. Criss-Kemp
Title
CEO & Owner
Firm
Financial Insights Wealth Management
Firm Type
Registered Investment Adviser (RIA) / private wealth management; also listed on investor aggregators as an angel investor
Investment Stage
Listed as seed / early-stage on investor aggregators (unverified from primary sources)
Sector Focus
Wealth management, retirement, tax and estate planning; angel/startup sector focus not publicly documented
Geographic Focus
Pacific Northwest / South Sound region (Tacoma–Seattle, Washington)
Location
Tacoma, Washington, United States

Background

Ali Criss-Kemp is the CEO and Owner of Financial Insights Wealth Management, a regional registered investment adviser founded in 1981 and headquartered in Tacoma, Washington. The firm is woman-owned and -operated and, under her leadership, has been described as one of the fastest-growing RIAs in the United States. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, is an Enrolled Agent (EA), and carries the Certified Divorce Financial Analyst (CDFA®) credential. She earned her BA from Pacific Lutheran University.

As a lead wealth advisor, she takes a comprehensive approach to client work — analyzing short- and long-term goals, estate planning, taxation, investment, retirement, and special circumstances. Her practice serves high-net-worth families as well as public-service employees such as teachers, firefighters, and police officers, and she also advises on business sales and M&A transitions for owners.

Her recognition includes being named to Investment News' "40 Under 40" list (2022), the Business Examiner's "40 Under Forty" (2013), and repeated wins as "Best Financial Advisor" in South Sound Magazine (2014, 2015, 2020, 2022). She is active in her community, serving on the Tacoma Community College Foundation Board of Directors, the Tacoma Estate Planning Council, the South Sound Planned Giving Council, Rotary #8, the Financial Planning Association, and CFA Society Seattle.

Note: While investor databases (e.g., Foundersuite) categorize Ali Criss-Kemp as an angel investor tied to the email domain financialinsights.net, her documented, verifiable role is as a wealth-management firm owner and financial planner rather than a startup-focused venture or angel investor. No public record of individual startup angel deals was found.

Investment Thesis & Focus

  • Primary practice is comprehensive wealth management for individuals and families — retirement, tax, estate, and investment planning — rather than a publicly documented venture/angel strategy.
  • She frames her leadership around stakeholder stewardship, stating: *"The future of the wealth management industry is dynamic & diverse. We, as leaders, have the opportunity & duty to pave the way for ethical business ownership and a lifetime of service to all of our stakeholders: our clients, our team and our community."*
  • Advises business owners on sales and M&A transitions, indicating comfort with closely held company valuations and ownership transfers.
  • Any "seed round / angel" stage and check-size labels appear only on third-party investor aggregators and are not corroborated by primary sources; treat them as unverified.

Notable Investments

  • No public record of specific startup or angel portfolio companies was found. Her documented work centers on managing client wealth and firm ownership at Financial Insights Wealth Management rather than named venture deals.

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