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Personalized offer codes will be given in each session
Name
Michael Kothakata
Title
CEO, WolfBridge Wealth
Bio
As a practitioner and researcher, Michael is a dedicated financial planner who uses evidence-based approaches. Michael’s approach is guided by a core belief that financial planning professionals’ efforts on behalf of clients should be driven by data and a deep understanding of the field.
Michael is committed to applying the science of financial planning to help his clients accomplish their goals.
Prior to WolfBridge Wealth, Michael worked for a large national financial services firm. He was the inaugural Head of Research at the Certified Financial Planning Board of Standards. His extensive experience and education have enabled him to provide exceptional financial planning services. In addition, he has provided support and planning to hundreds of individuals and families. Michael teaches Foundations of Wealth Management at Columbia University and is also a Professor at New York University, where he teaches Research in Financial Planning and Behavioral Finance. Previously he has taught doctoral level statistics and statistical programming at Kansas State University
Outside of the office, Mike enjoys reading, exercising, playing with the family dog. He also enjoys blacksmithing and baking.
Michael is committed to applying the science of financial planning to help his clients accomplish their goals.
Prior to WolfBridge Wealth, Michael worked for a large national financial services firm. He was the inaugural Head of Research at the Certified Financial Planning Board of Standards. His extensive experience and education have enabled him to provide exceptional financial planning services. In addition, he has provided support and planning to hundreds of individuals and families. Michael teaches Foundations of Wealth Management at Columbia University and is also a Professor at New York University, where he teaches Research in Financial Planning and Behavioral Finance. Previously he has taught doctoral level statistics and statistical programming at Kansas State University
Outside of the office, Mike enjoys reading, exercising, playing with the family dog. He also enjoys blacksmithing and baking.
