Experience

Heritage Financial Consultants LLC

• United States
• Financial Services
• 1 - 100 Employee

• Director of Investment Management

  • 2019 - Present

  NASSER ALI, CFA, CAIA, CFP®, AAMS, CMFC, CRPC® is the Director of Investment Management at Heritage Financial Consultants. Nasser is tasked with delivering and managing Heritage’s investment management process. Heritage Financial Consultants, LLC is a financial services firm, committed to serving as stewards of wealth for our clients nationwide. We approach the financial marketplace with a fresh perspective, leveraging our team’s expertise and depth of knowledge to identify opportunities and solutions that are innovative, flexible, risk-managed, objective, and effective. By taking the time to comprehensively evaluate and understand our clients’ lifestyles and goals, working with their full team of external advisors, and prioritizing regular face-to-face meetings, we build holistic financial plans that protect and grow their wealth, positively impacting their lives over the long term. For more information, visit www.heritageconsultants.com.



Lincoln Financial Advisors

• Investment Management / Financial Services

  • Apr 2002 - Present



Legg Mason

• Analyst / Portfolio Manager

  • Nov 1999 - Mar 2002



Calvert Funds / The Advisors Group

• Representative / Analyst

  • Apr 1995 - Nov 1999