Founder/CEO of MyPerfectFinancialAdvisor, the premier matchmaker between investors-consumers and financial advisors. Past founder/ceo of two other fintech companies/veteran of TD Ameritrade/Thomson/Morgan Stanley. MyPerfectFinancialAdvisor, where anyone, poor or rich can get a financial advisor. Think “eharmony” but for matching an investor/consumer to an advisor using personalized data, AI, and deep industry expertise. Everyone can and should get a financial advisor from billionaire to the poverty level (pro-bono). And....its not just about investments, in fact, that can be the least important aspect of financial advice!💰 I’m here on Clubhouse to help share whatever business lessons I have learned along the way. I am also eager to evangelize and help others spread the word about the myths that hold people back financially🔑💵🛠 Looking forward to learning and have already learned much-thanks all!💡 👼Thankful first time dad. 📚Author of “The Truth Shall Set Your Wallet Free: Secrets to Finding the Perfect Financial Advisor” 📻 I listen to WFUV all day long. NPR affiliate at Fordham University-simply the best radio station in the country. Interests: fintech, wall street, finance, investing, financial planning, education, entreprenuership, esops, startups, sales, marketing, technology, AI