Meet the Team

Your Partners in Tailored Financial Solutions for a Brighter Future

Ali Bouasavatdy

Co-Founder

Ali Bouasavatdy, along with her sister, Polly Outhay, immigrated to the U.S. as a refugee from Laos 36 years ago. Ali has built her life from the ground up, overcoming significant challenges along the way. With over 20 years of experience in accounting, payroll, and taxes, her true passion lies in taxes, though she loves all aspects of financials equally. Ali’s journey has taught her invaluable lessons about resilience and the importance of financial knowledge. Today, she is dedicated to giving back to the community by promoting financial literacy, striving to inform, educate, and empower individuals, families, and businesses to achieve their financial goals and create a brighter future.

Credentials –

Polly Outhay

Co-Founder

After 18 years working with Bank of America, Wells Fargo and two small banking entities, Polly Outhay made the decision to begin her journey in private financial service sector as an independent Retirement Planning Specialist, dba APA- Ali-Polly & Associates. As a refugee from Laos who arrived in the U.S. 38 years ago, Polly has dedicated her life to empowering individuals and communities through financial education.

Based in Charlotte, NC, Asian women owned and operated. She leverages her extensive knowledge and personal journey to provide tailored training programs that help clients achieve financial stability and success. Polly’s commitment to education and community service has made her a respected figure in financial literacy initiatives both locally and nationally.

Credentials –

Testimonial

What People Are Saying...

APA helped my husband and I with a policy that fit our needs. Polly listened to our concerns and really cared about making our financial future secure. I would highly recommend APA!

Polly did awesome jobs helping me and care about my concerns. She help me find life insurance that fit my situation and also did great jobs in explaining the policies. I will highly recommend her to to my friends.

Working with APA went smoothly and easy. They definitely know what they are doing! I highly recommend them for any insurance questions and inquiries.

Thanks to Polly Outhay to guide me through and help me understand how important to have life insurance. She is professional and care person. I’d never thought I would need one until She came to meet me at my work and explained how it works and how to plan a good future for my kid and my family.

I love working with Polly for my family financial needs. Not only does she come to my home to discuss my financial needs but she also comes to my home to as a caring friend. I look forward to seeing Polly in the future and I appreciate all of the help she has provided! You definitely have found a profession that fits your personality.

What We Offer

Financial Planning Simple

401k, 403b, 457, 412e, IRA, Annuity
Employee & Employer Business Solutions
Funding a Child’s Education
Tax-Free Retirement Strategy
Finance Your Own Retirement
Terminal, Chronic or Critical illness
Business Succession
Lifetime Income
Life Insurance
Career Opportunity

Certified Financial Fiduciary

APA pledges to carry code of conducts in the following area in their practice:

Practice the Duty of Loyalty:

A CFF designee will first and foremost agree to always put the client’s best interest first.

Practice the Duty of Good Faith:

Fundamental obligation to treat all clients fairly.

Practice the Duty of Good Care:

Fundamental obligation to exercise the skill of an expert and to only advise in those areas where expert skill level has been obtained.

Educate First:

Provide comprehensive and unbiased education to clients ensuring they have a firm grasp of the subject matter prior to offering specific suggestions or advice.

Meet the Team

Your Partners in Tailored Financial Solutions for a Brighter Future

Ali Bouasavatdy

Co-Founder

Polly Outhay

Co-Founder

What People Are Saying...

What We Offer

Financial Planning Simple

Certified Financial Fiduciary

Practice the Duty of Loyalty:

Practice the Duty of Good Faith:

Practice the Duty of Good Care:

Educate First:

Looking for Financial Solutions that Work for You and Your Future?

Quick Links

Fresh From The Blog