President / Co-Founder
CurrentA one-of-a-kind, client-centric life insurance fintech company. Optifino is a stealth fintech backed by some of Silicon Valley's best VCs. Marrying expertise in the financial, technology and life insurance industries, we have redesigned products and services to demystify and democratize the space. By applying proprietary technology to our platform we have created a revolutionary solution designed to bridge the gap between life insurance and investing, and deliver value in every interaction. Our mission is to transform and demystify life insurance benefits by systematically optimizing transparency, protection, tax management, and liquidity.