Ali Gohlke-Schermer | Financial Planner
Contact Information
(802) 494-1126
agohlkeschermer@financialguide.com
65 Main Street, Suite 201
Burlington, VT 05401
Ali brings a unique skill set to the financial industry. Formerly an engineering project manager, Ali dives deep into the numbers, making complex financial information easily digestible for clients. Passionate about building impactful businesses beyond corporate interests, Ali is committed to guiding individuals through the ever-changing economic landscape, helping them reach their goals and maximize their financial potential.
Choosing to partner with CFG is a reflection of Ali's dedication to going beyond traditional advisory roles. A holistic approach defines Ali's style, seeking to understand the day-to-day financial decisions in someone's life. This commitment aligns with the desire to provide clients with a comprehensive perspective that extends beyond typical considerations.
Outside of the financial realm, Ali actively contributes to the community as the president of the local PMI chapter and an advisor for Alpha Delta Pi. As a disciplined ultra marathoner in training, Ali balances professional responsibilities with personal goals, such as completing the Adirondack 46 and working towards the New England 115. You can also find Ali engaging in activities like CrossFit, skiing, and playing the violin.
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Feel free to reach out with any questions about our services or if you just want to send a personal note.