Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Name
Brian Walsh
Title
Dr. Money, financial planning expert at SoFi; featured on TODAY, CNBC, Forbes, NYT, WSJ
Bio
Brian Walsh, CFP® is a financial planning expert who’s been helping people take control of their finances since 2006. He joined SoFi in 2018 and has worked with thousands of members to create personalized plans that are both practical and meaningful.
His experience spans financial planning, digital advice, and thought leadership. Brian has led planning strategy at a Fortune 100 company, built scalable planning tools at SoFi, and helped develop a top-ranked robo-advisor. He also serves as a key voice in financial education, frequently quoted in the media and creator of SoFi’s five-course financial education program.
His experience spans financial planning, digital advice, and thought leadership. Brian has led planning strategy at a Fortune 100 company, built scalable planning tools at SoFi, and helped develop a top-ranked robo-advisor. He also serves as a key voice in financial education, frequently quoted in the media and creator of SoFi’s five-course financial education program.
