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July 2024 by :
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.
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March 2024 by Michael Hashemi
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.
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July 2023 by Regina W.
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.
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January 2023 by Linda E.
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.
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October 2022 by James B.
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!
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October 2022 by Vartan Y.
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.
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October 2022 by Linda E.
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.
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July 2022 by Doug N.
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!
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September 2021 by Amoula B.
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!
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January 2020 by suzanne c
Extremely talented team of financial experts. Highly recommend if you are a high net worth individual looking for financial planning and advice.