Brian Walsh, Phd, Cfp® Email & Phone Number

Grand Rapids, Mi, Us

San Francisco, California, Us

As the head of advice and planning at SoFi, my role focuses on three areas: financial planning, digital advice, and thought leadership. • Financial planning includes building and managing the financial planning team, establishing and maintaining a comprehensive advice framework, and implementing strategic initiatives to improve the efficiency and effectiveness of the team. • Digital advice includes leading the robo-advisor, which was ranked #1 by Barron's in 2021 and 2022, and serving as the subject matter expert for the underlying logic for all digital advice tools such as Student Loan Debt Navigator, 529 Savings and Selection, and a Financial Health Assessment. • Thought leadership includes serving as a spokesperson for SoFi to the press, conducting livestreams, developing a financial education course, and leading various financial wellness initiatives.

Centennial, Colorado, Us

Manhattan, Ks, Us

New York, Ny, Us

Oversaw the development, testing, implementation and training of financial planning software in order to provide a financial plan to clients in an efficient and cost effective manner. Process started by thoroughly researching financial planning strategies, market trends and client feedback to determine the optimal features to include in the software. As we developed features, they were tested thoroughly and introduced to users with a focus on driving adoption. This process has resulted in the production 100,000 financial plans per year with one of the lowest costs per plan in the financial services industry.

New York, Ny, Us

As part of the Central Advice Group, partnered with TIAA-CREF Wealth Management Advisor teams to create thousands of financial plans for TIAA-CREF Individual Advisory Services clients. Besides plan creation, helped advisory teams identify the most critical client needs and then build, review and approve financial plans to address client concerns and show comparisons between alternatives when appropriate. Leveraged deep planning expertise and excellent communication skills to coach hundreds of advisors on concisely presenting complex plans in order to have a meaningful impact on the client.

Milwaukee, Wi, Us

Leveraged industry expertise to develop a consulting process and managed a high-performing team of six that focused on increasing adoption of financial planning software. Worked directly with executives or direct reports to provide oversight of all professional services work, support needs, tracking product licensing, supervision of contract renewals and customer invoicing. Played an active role in the mergers and acquisitions committee, product positioning and implementation of Net Promoter Score. These contributions led to national opportunities for public speaking and publications on various industry topics.

Milwaukee, Wi, Us

Provided comprehensive wealth management solutions to individuals and institutions as a part of the Private Wealth Management Group. This process comprised developing relationships with clients, performing qualitative and quantitative analysis, developing suitable investment recommendations, and performing ongoing due diligence of implemented recommendations. While serving clients, wrote a white-paper addressing the development of suitable investment strategies of special needs trusts based on prudent investing principles for fiduciaries.

Milwaukee, Wi, Us

Built a financial services practice after moving to a new city in 2008. Developed an expertise in retirement and special needs planning, while increasing knowledge through earning industry leading professional designations. Invited to speak about long-term care insurance and special needs planning after leading the company in long-term care insurance sales in July 2010. These successes resulted in being one of the youngest professionals to earn Million Dollar Round Table (MDRT), awarded to the top 1% of financial services industry professionals.

Ph.D., Personal Financial Planning

Master Of Science - Ms, Financial Services

Bsba, Finance