Director of Advice and Planning
SoFi
Besides running the robo-advisor and financial planning team at SoFi, Brian serves as a spokesperson for the company. He has been featured on TODAY, CNBC, Forbes, New York Times, WSJ, and more. His interest in the role social media plays on financial decisions stems from creating content that has more than a million views this year.
Disclosure information not submitted.
The Journal of Financial Planning's Research Showcase - Part 1
Wednesday, September 27, 2023
1:00 PM – 2:00 PM MST