Brian Walsh

Certified Financial Planner and Manager of Financial Planning at SoFi
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Bio

Brian leads the financial planning efforts at SoFi which owns and operates Lantern, a financial services product comparison site that has made it easy for borrowers to search across different financing options, including SBA programs (e.g. PPP), private small business financing options, and personal loans to provide applicants with a wide array of solutions all from a single application.

As a self-proclaimed financial planning nerd, he leverages research, member feedback, and past experience to deliver advice that is both meaningful and practical. He is currently a student in Kansas State University's Personal Financial Planning PhD program, and is a CERTIFIED FINANCIAL PLANNER™ Professional. Brian also has his Chartered Life Underwriter® (CLU) and Chartered Advisor for Senior Living (CASL) designations and Masters in Financial Services from the American College. Prior to joining SoFi, Brian was the director of financial planning solutions at TIAA and was responsible for the planning approach used to deliver over 100,000 financial plans per year to clients.

Recent Quotes
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  • When people start tracking their spending, they may see unused services come up. Gym memberships, game memberships, Netflix and Hulu at the same time. These can be easy cuts to make.

    31 July 2019
  • We recommend the 50/30/20 rule for budgeting.

    30 July 2019
Employment
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  • SoFi (www.sofi.com)
    Certified Financial Planner and Manager of Financial Planning
    started Jul 2018