As a customer, I'll say that I've been very happy with the work they've done. They've gotten me a consistent rate of return on tax sheltered and inflation protected investments, so I've definitely made money securing them. I had no idea about these in the past, and thought 5% in a CD is the same as a tax sheltered Muni. If you know what these sorts of things generally are, then an investment advisor isn't for you to begin with. I did not. I do agree with the comments that they could be better with holding meeting times. But when I needed communication, they were quick and helpful - they aren't hard to get ahold of, just hard to set a meeting at times. Overall, I can recommend their services. Yes, I was suckered in with a good dinner. But I lent some trust to them and they've earned my business after it was over. Been with them 3 years now and still kicking. read more

Well, I've since realized that Ali is basically an insurance salesman. I bought an annuity which substantially underperformed the S&P500 and some REITS that are illiquid and underwater. I would have been better off in index funds I believe now. He's a really nice guy but beware of the free dinner investment seminars. The busier he got the quarterly meetings fell by the wayside and he became harder to reach personally. I am disappointed at the results after ten years. read more

I had two appointments with Jacob at Kinetic Financial and both times he failed to show up. How can they be financial advisors that can be depended on when they are no shows and don't give prospective clients a courtesy notice? read more

Kinetic Financial made terrible and I believe fraudulent investment with revenue from my house sale in September 2021, two years before I was to retire. They bought Zevenbergen fund at a lifetime high and within 6 months my investment halved in value losing $60,000. Kinetic, who was being paid 1% for professionally managing my accounts, did nothing during the decline. When I tried to hold them accountable, they pretended like they knew nothing and Vicky Taleb even denied being a licensed broker. Terrible advisement and management. read more

I'd 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 company's 401(k) plan. When I attended Ali Hashemian's 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. I'm 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. It's 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. read more

It has been a year since I switched over from my previous financial planning service to Kinetic Financial and I couldn't be happier. Ali and his team of professionals have been invaluable since day one, helping my family understand our options and tailor an investment plan that suits our needs. Kinetic's holistic approach to wealth management not only helped us determine which asset classes were right for us but exposed the unnecessary fees and taxes we had previously been paying. Go with Kinetic Financial if you want a wealth management service run by friendly people who treat your money as if it was their own. Clear advice, attention to detail, and lots of experience. They're an easy recommendation. read more

I did not end up going with this company because of my loyalty to my current financial advisor, who is a lifelong friend. However, I met with Ali personally and couldn't have been more impressed. They didn't pressure us at all to move to them, and gave us sound advice. I would fee completely comfortable having this company represent my financial interests completely. Really good people! Very knowledgable! read more

Called kinetic group, they had me pull all kinds of documents and information to show them which took a great deal of time. They scheduled a call with Ali to go over the plan and he was a no show... I had to call his office and was simply told that he wasn't going to show up and I need to re-schedule if I want to talk to him. How unprofessional. LOL yes let me beg you for your attention to manage my money. No thanks! read more

I am a fairly savvy investor, who has worked with four separate financial advisors over the past 20 years, I finally found Kinetic Financial who is by far the best that I've found to date. This is primarily due to the expertise of Ali Hashemian, who has comprehensive knowledge about most financial markets and investment categories: stocks, ETF's, annuities, insurance, etc. He is also very focused on minimizing tax, which is a key priority for me. It's not what you make, it's what you keep. Although Ali has strong recommendations, he also listens to me, and we worked together well. I have recommend them to friends and family, and all are happy. You won't go wrong with Kinetic. read more

Kinetic Financial provides outstanding financial service, well above and beyond any other financial consultants out there. They have a thorough knowledge of all the financial products out there and they are extremely quick in identifying the right approach for all your financial needs. I recommend you consult them for your financial needs especially in these turbulent times. He has been extremenly accurate in assessing my personal needs and risk tolerance today especially with regards to this unruly market. Every other investment adviser I work with has recommended I stay in the market despite my gut telling me to bail out. I guess they want to keep their consulting fees going... While I understand as an investor you need to be able to deal with markets ups and downs, recent turmoil since september does not bode well for the near future... Ali has solutions that provide a safety net for your current investments and allow them to grow in a very satisfying manner. David read more

I wanted to wait some time before writing this review to see how things panned out with Kinetic. Now it's almost been a year with them and while my husband and I had initial reservations, they have been outstanding. It puts our mind at ease knowing that they are always a phone call or email away and have our best interests and goals in mind. We recently had our quarterly meeting with them (hence the review reminder) and both J and I were reminded of how thorough they are. I never feel rushed when meeting or calling them. read more

I was handling my investments on my own and decided it got too complicated for me. I contacted Kinetic Financial and they were very caring, helpful and understanding of my financial needs and concerns. They made the transition from my Vanguard accounts to Fidelity in a timely manner. It was easy and uncomplicated. The team at Kinetic Financial is very eager to help. They answer my phone calls and emails in a quick manner and make me feel very important. Recently I had a price increase in my homeowner insurance policy (with no claims). So I contacted Kinetic and ask if they had any insurance brokers...well to make a long story short, I saved $600 on my homeowner policy due to the help of Shah and the Kinetic Financial Team! You're the best! read more

We have been working with Ali / Kinetic for over four years. During that time we have developed a relationship and rhythm that works well for us in meeting our financial goals. This is a partnership versus being told what to do. Kinetic has excelled in crafting a personalized financial plan that is designed for us. It is not a cookie cutter approach that is applied to all of their clients. They are open to discussing all investment options and help to further develop our financial acumen. We have brought in family and friends who each have a plan designed to meet their particular goals. read more

When a very good friend recommended Kinetic Financial, I didn't hesitate to call. After all, my friend was also a lawyer who helped me with my living trust, and a realtor who helped me sell my home. Surely she had my best interest at heart. And, that's exactly what happened! She introduced me to Ali and I came away feeling positive about what he could do for me. He and his team have been wonderful over the past 2 years since I signed on. It was a seamless transition thanks to them, and I couldn't be happier! Since starting, they've stayed on top of everything I clearly wasn't prepared to do, meeting with me by phone quarterly to check in, and updating me on any new developments. Most importantly, I feel genuinely cared for and have a peace of mind knowing I am truly in good hands! read more

We love the Concierges Service at Kinetic! They are Fiduciaries who provide great Financial advice; Tax planning; income stream planning; & estate planning All in One! Basically one stop planning (each part effects the others, so why separate them?). They have the up to date advanced tools; knowledge; and experience to guide us! We work with Melanie Lee. She is a fiduciary and is college educated & knowledgeable (and she continues to take classes so she is update to date)!! She is always very helpful & caring. She patiently takes the time to walk us thru each step. Melanie even helps guide us with insurance planning! It might sound silly, but we also like that Melanie is "younger" than us and will be around to help us thru our retirement years! Basically we can relax & travel and let both Melanie and Kinetic do the worrying! We are confident in our financial future! Kinetic Concierge Service has been wonderful & we would recommend it! read more

I signed up with Kinetic Financial about 3 years ago and so far, I recommend it. This is my first time working with a financial advisor outside of my bank, so I was a bit nervous at first. Ali has always answered and addressed all of my concerns in a timely, respectful, and professional manner. Even when I probably called/emailed a bit too much my first year. I have been good at saving money but I work better when I have specific goals and so knowing exactly how my money will work for me in order to retire by a certain age and continue my current lifestyle has helped me make better decisions when it comes to my budget, etc. Three years later Ali still remembers the things I told him I wanted to make sure I could continue being able to afford when I retire, which I appreciate since it means he has and continues to pay attention to things that are important to me. The entire team at Kinetic Financial is extremely nice and treat me like their family. read more

Sal, Richard & Omar are the consummate professionals. Not only do they know the in's and outs of the industry, trends, forecasts and planning.... but they will prepare you for things others never think of! Their strategies and advice is unparalleled. 100% yes recommend! They work tirelessly to take care of all their clients and never seem to be "unavailable" or stop working for their bi-coastal clients such as myself! read more

We came across Kinetic through a dinner event and were immediately impressed by the hospitality of their team. We were not necessarily looking for a new advisor at the time, but there were two items in their value proposition that made us look into Kinetic a bit more: 1) expertise in tax planning; 2) offer to audit fees. After several meetings, we decided that the quality of the information and advice was worth engaging with them as clients. Although we are one of their newest clients, their concierge team has gone above and beyond to make us feel at home - we are borderline spoiled. In short, Ali is one of the nation's top experts, and his team is highly knowledgeable and attentive. read more

The whole Kinetic team have been extremely helpful to me since I met Ali almost two years ago when at the time I was in trouble organizing my finances. The attention to detail from them is one of the best I have ever experience from any company. I am 51 years old and I am blessed that I have in off money to be able to retired. At the same time, Ali and his team had been an essential aspect for me to be able to retired and continue to make money. Thank you Kinetic! read more

The Kinetic Financial Team does above and beyond to ensure your investments are maximized. The personal attention is exceptional!

Kenetic Financial provides excellent estate planning and financial services.

The Team at Kinetic Financial is my go to resource for all manner of financial support. I'm an advisor in the business and these guys are tops for advisory support services. I specifically work with Sal, Omar and Jesse but the group from top to bottom is knowledgeable, professional and responsive. Kinetic Financial has helped me grow my practice in a meaningful way and I highly recommend them to other advisors. read more

I have been working with Ali for almost 2 years and I am happy with him as he is very prompt in answering phone calls and texts and also very specific in what he says. He manages my retirement accounts and now my daughter is also his client. Keep up the good work Ali! read more

Don't think this is a legitimate company. They try to get new customers by promising to do a complementary overview of their finances and a separate retirement plan. In my case I spent a lot of time pulling information together they requested. They changed my appointment once and then at the last minute cancelled again. They said they would contact me to reschedule. Never heard from them again! read more

DO NOT deal with this company. Today I had a scheduled meeting with Ali Hashemian, President of the company, and he was a NO SHOW! When I called his office, the assistant acknowledged she sent me the wrong location information: 2425 Olympic Blvd., suite# 400W, Santa Monica. And even that info was wrong! It's suite# 4000 not 400. If they can't provide accurate information for potential new clients why would I trust them handling my hard earned money?! My appointment was at 9am, it's now 2:30pm and I haven't even received a call yet from Hashemian apologizing. Poor management for a financial concierge business. read more