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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Ali Khodadad, CFA®, CFP®, ChFC®, CLU®, RICP®, AIF®
Advanced Planning Director at Jackson


If you need support on a complicated or difficult retirement issue, Ali is at the ready. Bringing almost 30 years of financial services experience, he offers expertise in financial trends and product knowledge you can rely on. Plus, his genuine passion for helping financial professionals can make it easier for you to meet the unique needs of your clients.

Ali joined our Advanced Planning team in October 2021 with a remarkable track record of growth and leadership. Nearly a decade as a financial professional with a variety of broker-dealers laid the groundwork for his industry knowledge, followed by an additional 10 years with Ohio National. There, he served as Bank-Owned Life Insurance Sales Director, Assistant Vice President of ONESCO Marketing, and finally, Regional Vice President of Group Retirement. Most recently, Ali was Regional Vice President of 401(k) at Equitable before joining us as Director of Advanced Planning.

An Ohio native and proud Buckeye, Ali earned a Bachelor of Science degree in business administration from The Ohio State University with dual majors in international business and marketing. He holds FINRA Series 7 and 63 registrations and an Ohio Life, Health, and Variable license. He also has CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®, Registered Social Security Analyst®, and Accredited Investment Fiduciary® designations, and Chartered Financial Analyst®, Chartered Financial Consultant®, and Chartered Life Underwriter® charterholder designations. He is a family man who enjoys traveling the world and staying active with his three children and partner, Tawnya. Contact Ali to help give your clients the clarity in retirement planning they’re looking for.

Agenda Sessions

  • Planning for the Sunset of the High Estate Tax Exemption Amount