Daniela Lopez: Primerica - Financial Services - Riverside (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.

Sadie Bowling Great quality and great service at Land Home Insurance!!! Tammy and Amy always go above and beyond for the customers finding the perfect policies for my families needs!!!

Judy Ereno This is a very welcoming environment and the loan process was NOT an anxiety-stress process with the employees walking through each step with you.

K. Short I initially reached out to Cally to support her with her marketing efforts because I believed in what she was doing and who she was serving. Overtime, she shared her finance strategies and resources, so that I can implement them when business starts to pick up. Until then, I cant say if they work (just yet) due to my own efforts, but I can speak on what its like to work with Cally. Cally brings a refreshing energy to finances that you dont typically find in the industry. She makes it less intimidating by being kind, compassionate and understanding, so you dont ever feel judged about your financial situation. She fills a (huge) gap in the industry, and thats why I wanted to collaborate with her and help spread the word about her amazing work. These days, strategies and resources are everywhere, and we have the luxury of choosing who we want to work with. Im thankful that Cally has stepped up to say shes here to help, in a fun-filled and Shakira-loving way, especially for communities that want something different as they tackle and own their finances. Im grateful to know her and to see her sharing her expertise with others so they can enjoy life without the stress of not the money game. I highly recommend Cally as shes ready to support you until you feel proud, excited, and comfortable with your financial journey!