whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building tip-modal tip-question-mark
Profile ali nasser web pic
AltruVista, LLC
Houston, TX

Ali Nasser

CFP®, ChFC®, FPA
Wealth with Purpose
Score:
--

Meet Ali

540538960 200x150
Independent Advice - Ali Nasser
540540114 200x150
Asset Allocation vs. Asset Location - Ali Nasser
586879754 200x150
Wealth with Purpose - Ali Nasser
Video Transcripts

“I love what I do,” says AltruVista’s Principal and Founder Ali Nasser. “Communicating opportunities, empowering clients through education, helping them simplify complexity – they all create so much value” said Ali, “We really help our clients spend more time on what’s most important to them.”

Ali works with clients to help them crystallize their lifetime goals and create alignment between their various areas of planning. He ensures the entire advisor…

“I love what I do,” says AltruVista’s Principal and Founder Ali Nasser. “Communicating opportunities, empowering clients through education, helping them simplify complexity – they all create so much value” said Ali, “We really help our clients spend more time on what’s most important to them.”

Ali works with clients to help them crystallize their lifetime goals and create alignment between their various areas of planning. He ensures the entire advisor team (accountants, attorneys, etc.) has a clear picture of the client’s objectives and is working together to realize them.

In addition to his work at AltruVista, Ali teaches at Rice University for the CERTIFIED FINANCIAL PLANNER™ graduate program, mentors numerous individuals on career and life planning, and is involved with several charitable initiatives through AltruVista’s charitable giving fund. Ali has a degree in Finance from the University of Houston’s Bauer School of Business and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Estate Planner (AEP®), and Chartered Financial Consultant (ChFC®).

Not surprisingly, Ali sees his work life as interconnected with his own personal goals. “The Wealth with Purpose® Gift Fund, the teaching, the passion for helping entrepreneurs, are all connected both personally and professionally. I feel when you do what you love, you could do it forever, and I’m blessed to be living my dream.”


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management
Alternative Investments

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Fee & Commission
Flat Fee/Retainer

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant®

Memberships

FPA - Financial Planning Association

Education

Bachelors
Other post-graduate
Concierge plug ana
Spinner Loading...