I recently received the tremendous honor of being named a member of the inaugural InvestmentNews 40 under 40.
A bit of context to the honor; InvestmentNews, the leading news source for financial advisors, determined the 40 under 40 based on the “level of accomplishment, contribution to the financial advice industry, leadership and promise for the future.” From close to 1,200 impassioned nominations, the InvestmentNews editorial staff whittled the list to these 40 outstanding young people ready to take the financial advice industry into the next era.
From my perspective, this honor comes as a direct result of the positive and disruptive change that Personal Capital is bringing to the wealth management industry. This positive change is being delivered by our inspiring team that is dedicated to helping every single one of our clients live a better financial life.
We have an amazing group of engineers and product team that have built our financial dashboard app in to hands down the best place to look at your money. I am assuredly biased, but check out the app store rankings and reviews if you need a second opinion. I know that utilizing the free software by itself has positively influenced the financial life of thousands of users.
Every single member of our Advisory and Investment team is here at Personal Capital because they believe in what we are doing for our clients. Our tech enabled, conflict-free, transparent, and sophisticated solution is now helping over 2,000 clients with $620 million in assets. We are continuing to grow at over 10% each month, helping more and more clients every day.
I spend the majority of my time working with Advisors and Clients delivering our service. I get to see how we are helping our clients live better financial lives every day through our combination of technology and human financial expertise . It is the individual success stories of helping our clients get on the right path and in to a more appropriate strategy that is the driving force for me and why I am so passionate about what we are doing. It is and will continue to be these individual success stories that are the reason for our success and will allow us to keep growing and receiving accolades.
I am so proud to be a member of the award-winning Personal Capital team!