Kinetic Financial

Kinetic Financial is a Financial Planner in Los Angeles, CA, located at 633 W 5th St #1050. The firm serves individuals, families, businesses, and organizations by providing customized financial strategies. Its specific services include Wealth Management, Retirement Planning, Tax Planning, Risk Management and Insurance Planning, Estate Planning, Mortgage and Real Estate Services, Corporate Executive Solutions, and Business Consulting. The company holds a rating of 3.50 based on 7 reviews.

The firm operates on a concierge-based service model, treating each client portfolio with the same attention as if it were its own. This approach is designed to harmonize various pieces of financial planning into a cohesive process. Kinetic Financial provides independent advice by designing client portfolios based on a wide range of options. The team emphasizes a proactive approach by contacting clients with necessary information before they identify a need. Services are delivered through a secure online portal that offers real-time access to accounts and allows clients to track investment and retirement goals. Clients can also consult with financial experts in person or via video conferencing. The firm hosts live educational events in local areas and publishes financial insights through credible media sources. A television segment titled "Spot on the Money" is available for viewing on local television stations and online. Ali Hashemian, MBA, CFP, ChFC, serves as President.

The office is situated on West 5th Street, just steps from South Grand Avenue. It is located about 0.1 miles from the Los Angeles Public Library, the Spanish Steps, and Hope Place. The Skyspace LA attraction is also within 0.1 miles of the location.

Kinetic Financial stands as a specialized financial planning firm in Los Angeles, offering a comprehensive suite of services from wealth management to real estate guidance. Its concierge-based model and proactive client communication define its approach to serving the local community.