Discussing the Shift for Financial Planning with Mike Kerins, CEO of RobustWealth




Valuewalk's ValueTalks show

Summary: Hello Podcast listeners, Today is a very special episode with Mike Kerins, CFA, FRM. Mike founded and is the CEO of RobustWealth, a financial technology company, which provides financial advisors an institutional-quality robo-investments solutions. Prior to this, he was VP, Head of Asset Class Research at Franklin Templeton Investments. Mike is a graduate of the University of Colorado Boulder with a Bachelor’s in Finance and Chemical Engineering. He also completed a certificate in Computational Finance from the University of Washington. In today’s episode we discuss the launch of version 2.0 and the future of the state of the financial planning industry. Enjoy and thanks for the listen!