Ali Scarlett
Financial Advisor at DiGi Financial Solutions | Planning‑focused advisor coordinating with CPAs, attorneys & other professionals | Investments, financial planning & retirement strategy
- Role
- Entrepreneur Leadership Network Writer at Entrepreneur Media
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Ali Scarlett
My practice at DiGi Financial Solutions is built around long‑term planning for professionals and business owners: investment management, financial planning, and retirement strategy. A consistent theme in my work is coordinating investment and planning decisions with a client’s tax and legal picture.I work closely with CPAs and estate attorneys to make sure clients are not getting fragmented advice. That can mean aligning portfolio decisions with tax planning, timing withdrawals around a business owner’s cash flow, or coordinating planning around eventual business transitions.If you are a CPA or other professional with deep client relationships and see value in having an advisor who thinks in the same measured, long‑term way, I’m always open to an introductory conversation.
Experience
Entrepreneur Leadership Network Writer
Jan 2021 — Present
Education
Frederick High School
High School Diploma, General Studies
2017 — 2019
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