Brian Walsh

Certified Financial Planner and Head of Advice & Planning at SoFi
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Brian leads the financial planning efforts at SoFi. 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 a CERTIFIED FINANCIAL PLANNER™ Professional. Brian also has his Chartered Life Underwriter® (CLU) and Chartered Advisor for Senior Living (CASL) designations, as well as a PhD in Personal Financial Planning from Kansas State University. 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.

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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.

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

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  • SoFi (www.sofi.com)
    Certified Financial Planner and Head of Advice & Planning
    started Jul 2018
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