While working for a Fortune 100 financial services firm, Ali Nasser recognized the conflict of interest that exists between what big institutions wanted and what clients needed. He discovered that clients shared his concern over these conflicts of interest and, instead, wanted a planning process capturing their personal goals and vision.
Learn more about Ali Nasser and the AltruVista team.
At AltruVista, we put clients, not products, first. We help you crystallize your life goals, and then determine what strategies are best for achieving those goals. In the following video, Ali Nasser, principal of AltruVista, explains the value of independent wealth-planning advice.Learn More About AltruVista's Story
Investment advisory services offered through AltruVista LLC, an SEC registered advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC is a separate entity from ValMark Securities, Inc.