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About This Webinar
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This event is exclusively for members of the DFP Community hosted by Kitces. If you have questions, please email dfp@kitces.com.
When:
Monday, April 13, 2026 · 3:00 p.m. · Eastern Time (US & Canada)
Duration: 1 hour
Language:
English
Who can attend? Everyone
Dial-in available?
(listen only): No
Featured Presenters
Optimal AdvisorAI, Co-Founder
Craig Kirkpatrick is the co-founder of Optimal AdvisorAI, the AI Learning Partner for financial services firms and has over 25 years of experience in the financial services industry.
His firm has trained thousands of advisors and financial professionals across Fortune 500 companies, major custodians, broker-dealers, asset managers, and global investment banks. Optimal AdvisorAI helps teams simplify AI and adopt it effectively, delivering training built by financial professionals for financial professionals.
With over 3,000 hours and 10,000+ prompts tested in real-world financial use cases, Craig has learned how to get better answers from AI: answers that are clear, useful, and relevant to how financial professionals work.
Prior to Optimal AdvisorAI, Craig co-founded two alternative mutual fund companies and served as a consultant to asset management firms and investment advisors, emphasizing innovation in the sector. In addition, he contributes as an advisory board member to the U.C. Berkeley Extension Personal Financial Planning program, influencing the development of future financial advisors.
His interests also include blockchain technology and asset tokenization, for which he has earned certifications. A University of California, Berkeley alum, Craig holds a Bachelor of Science in Finance.
His firm has trained thousands of advisors and financial professionals across Fortune 500 companies, major custodians, broker-dealers, asset managers, and global investment banks. Optimal AdvisorAI helps teams simplify AI and adopt it effectively, delivering training built by financial professionals for financial professionals.
With over 3,000 hours and 10,000+ prompts tested in real-world financial use cases, Craig has learned how to get better answers from AI: answers that are clear, useful, and relevant to how financial professionals work.
Prior to Optimal AdvisorAI, Craig co-founded two alternative mutual fund companies and served as a consultant to asset management firms and investment advisors, emphasizing innovation in the sector. In addition, he contributes as an advisory board member to the U.C. Berkeley Extension Personal Financial Planning program, influencing the development of future financial advisors.
His interests also include blockchain technology and asset tokenization, for which he has earned certifications. A University of California, Berkeley alum, Craig holds a Bachelor of Science in Finance.
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