Corning Jeffery A CPA - Crescent City (CA)

Linda E. Id been thinking about consulting with a financial advisor for several years, especially since retirement was fast approaching and my life savings was somewhat undiversified in my companys 401(k) plan. When I attended Ali Hashemians presentation almost two years ago, I immediately connected with him and his insights into retirement, estate and tax planning, and portfolio diversification, so I took advantage of his offer of a free portfolio analysis and suggestions regarding how best to protect and maximize my retirement savings, and thereafter signed on as a client of Kinetic Financial. Ali has many years of experience as a Certified Financial Planner and is an expert on tax-advantaged planning, risk management, economic conditions and financial forecasting. Im absolutely thrilled that I trusted my instincts and am constantly impressed by the level of first-class concierge services provided by Ali and his highly experienced, enthusiastic, courteous staff. It is apparent that everyone who works at Kinetic Financial LOVES what they do! Ali listens to my concerns and bases his trustworthy advice on my specific goals, constantly has his finger on the pulse of the currently volatile, ever-changing markets, and makes invaluable suggestions during our quarterly review meetings. I was beyond thankful when he suggested changes to my investments which moved a portion of my savings from volatile stocks into a more conservative, protected investment. Its a huge relief to know that Ali always has my current and future financial security in mind! I cannot recommend Ali Hashemian and his colleagues at Kinetic highly enough.

Marc Bergreen Navo financial is great! They have excellent service and are there to help with all your insurance needs!

Shmaya Nodel Wow—where do I start? I came in from out of town and spent Shavuot with Chabad of Humboldt. What an incredibly inspiring experience! Rabbi Eli, Rebetzin Mushkie, and their entire family were so warm and welcoming. From the meaningful abundant learning to the amazing Yom Tov meals, every moment was filled with depth, and genuine hospitality. This community is truly a hidden gem—a must-visit and a place where every Jew is made to feel at home. I’m so grateful for the time I spent there, and I can’t recommend it enough!

Gary Cruff John is detailed and knowledgeable in a number of areas. He provides expert advice beyond just picking a stock. Strategies on retiring, saving on taxes, etc. I am very grateful for John and the services he provide.