Ali Swart, CFP®, MBA
Ali Swart is responsible for strategic leadership and management of Waldron’s Wealth Planning Team, focusing on providing a world class financial planning and client experience. In addition to her management and leadership responsibilities, Ali simplifies the wealth complexities for a select group of multigenerational ultra-high net worth families. Ali also leads Waldron’s Diversity, Equity and Inclusion endeavors, co-hosts the Wealth Simplified podcast, and has a passion for increasing financial literacy and awareness.
Outside of work, Ali is a wife and mother to Logan, 4, and Alaina, 2, and enjoys biking, strength training and yoga.
Email: swart@waldronpw.com | Website: www.waldronpw.com | LinkedIn: www.linkedin.com/in/ali-swart-cfp
Latest articles by Ali Swart, CFP®, MBA
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What’s Standing in the Way of Your Successful ‘Money Mindset’?
Many of us have common biases that keep us from making the best financial, and other, decisions. Knowing what they are and addressing them can help us set a new path forward.
By Ali Swart, CFP®, MBA Published
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3 Top Challenges Female Entrepreneurs Face When Starting a Small Business
Inherent biases make it harder for women to get funding than men, and many women start later in life and juggle family commitments.
By Ali Swart, CFP®, MBA Published
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How Women Can Get What They Want (and Need) from a Financial Adviser
Women & Money Improving women’s experiences with financial professionals starts with honest conversations and some smart questions. And picking the right pro – one who knows how to listen – is critical.
By Ali Swart, CFP®, MBA Published
Women & Money