Ali N. Mroue

Ali N. Mroue, EA, AAMS, AWMA
Chief Operating Officer

p. (661)-945-7050

ali@hewittfg.com

 

 

 

 

Overview

Ali is the Chief Operating Officer of Hewitt Financial Group. Ali brings over ten years of experience in information technology and managerial experience to our firm.

Education

  • Bachelor’s of Science in Computer Science
  • Minor in Mathematics
  • CFP Certification Professional Education Program through the College for Financial Planning

Credentials

  • Accredited Asset Management Specialist (AAMS) granted by the College for Financial Planning
  • Accredited Wealth Management Advisor (AWMA) granted by the College for Financial Planning
  • Enrolled Agent licensed by the United States Department of Treasury
  • Series 65 License, which is administered by the Financial Industry Regulatory Authority (FINRA). This license is required for investment advisors who provide investment advice and it includes curriculum in the areas of retirement planning, portfolio management strategies, and fiduciary obligations

Affiliations

    • Member of the Financial Planning Association (FPA)
    • Member of the Investment Committee of AL Hewitt, Inc., which evaluates and develops investment portfolios and policies.

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