Kinetic Financial

The negative reviews here are all focusing on the free meal event that they use to get in new customers, not their core services if you actually retain them. So 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. 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.

Please avoid this firm. Representative contacted me. I requested that she follow up at a more appropriate time since I was unavailable at moment. As a result, she never called back. Never trust anyone with your investments affairs that can't honor basic verbal agreements.

This is just to tell everyone how this company, and mainly Ali Hashemian think of us as cows, and hopefully for him, milking cows. I registered for an event that Kinetic Financials had promoted. When I arrived I was informed that I was not registered and should have called to confirm my registration. Although I had carved out from my time to attend, I understood that perhaps I did not follow their registration setup. As I was leaving Ali calls me and tells me that he likes me, although he's never met me before, and will see if there is a spot. He came back after a while and said there is no space, but I could have a chair in a corner. While I did not anticipate to be sitting in a school setting, I understood that there is not any space. What he said next is the most shocking and insulting comment this kid could have told me. He said you can't have dinner until the presentation is over, "BUT IF YOU ARE JUST HERE FOR A MEAL I COULD HAVE IT PACKED TO GO"!!!! The audacity and arrogance of this unprofessional, impolite, sorry excuse for a human being to insult me in such a way for no reason at all, as if I have no value and was there to score a meal??? This is how he looks at all of us if this is how he treats a person who has spent time to find out if this company is worth putting his millions in investment. I am not sure if his parents are around, but in either case, BRAVO and BRAVA to them for raising such an individual. Not only I would not invest with such an abhorrent individual and company, I suggest you all go where you are valued and not thought of as milking cows.

I Received an invitation from Kinetic Financial for a "free meal" at Lawry's from Ali Hashemian. Typical bait-and-switch marketing approach. There's no such thing as a "free meal" from Ali Hashemian. He's always looking at how to manipulate money from people. I arrived at Lawry's with my invitation in hand and was rudely turned away. What a joke. These guys, including Ali Hashemian, are ne'er-do-wells who try literally to bait you with food to later grift money from you later. Very immoral and very unscrupulous organization.

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.

World Class organization from top to bottom. Been working with them for 5 years.

Extremely talented team of financial experts. Highly recommend if you are a high net worth individual looking for financial planning and advice.

I attended a tax in retirement seminar lead by the owner of Kinetic Financial. It was the worst presentation I have ever heard. The guy was condescending to the audience, did not explain concepts well, was disorganized, used confusing examples and told people to fire their advisors if they did not offer certain advice. He told the group not to own stocks in retirement accounts since you cannot write off losses and not to own CDs in non retirement accounts as you get taxed on income; that’s poor advice. And no there was no misunderstanding or confusion on my part. Most attendees did not even know what a Roth investment was and he was taking about Tax Harvesting. I would definitely not recommend this firm based on the aggressive and disrespectful attitude of the owner. He almost made a women leave after asking a question,as he berated her. In closing, pick you financial team well and run from people who use fear tactics and confusing financial jargon.