Broker Check
Ali Ternan

Ali Ternan

Registered Representative

As an Independent Financial Advisor, Ali strives to create lasting partnerships with her clients through transparency and education.  With access to a myriad of solutions, Ali provides customized planning and strategies to meet clients on their current financial path and plan for the twists and turns of the future.

Ali began her career in the personal finance industry in 2007 as Director of Client Services at a local RIA.  There, she built her knowledge of the industry from the ground up, and had the opportunity to observe and engage with clients through one of the major economic struggles – the Financial Crisis.  During this time Ali completed her MBA at the University of Colorado Denver.  In 2013, she joined Baird, continuing to hone her skills and acquire experience.  She obtained her CERTIFIED FINANCIAL PLANNERTM certification in 2017, committing herself to providing clients with the standard of excellence in financial planning.  Expanding on her financial planning expertise, Ali obtained her Certified Divorce Financial Analyst® certification in 2022.  Ali now serves clients as an Independent Financial Advisor.

Ali is a Colorado native, residing in Boulder with her husband, two children, and two yellow Labradors. When not at work, you can find Ali spending time in the kitchen with her kids whipping up something yummy, outdoors mountain biking or hiking, or relaxing with a good book.

BRANCH OFFICE: 3050 Broadway St, Ste. 301 Boulder, CO 80304

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