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
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