After more than 30 tried-and-true years in the industry, financial advisor Brad Weber is starting 2023 by taking a big swing.
The California-based advisor who has worked for larger entities like Washington Mutual and Barclays Bank in the past is now a founding advisor for Savvy Wealth, a tech-driven wealth management startup operating out of New York City.
Launched in 2021 by tech entrepreneur Ritik Malhotra, Savvy runs on a proprietary software platform with the goal of streamlining the advisor experience. Two years and $18 million of VC cash later, Savvy is searching for experienced advisors to pair years of industry knowledge with its budding business model.
But for Weber and the other advisors making the move to Savvy, the desire to go tech-first pairs with a deep passion to go back to basics.
"Technology isn't something that has ever been a real strength of mine. But I'm already seeing in the short period of time I've been here how that's saving me a lot of time," Weber said. "I think ultimately, the best use of my time is in front of clients. And if I'm not in front of the client, I should be doing something to get back in front of another client."
Check out the full story and more insight, only at Financial Planning.
Anything else on your mind? Drop me a line at [email protected]. Have a great rest of the week!
Regards,
Justin |  | Justin Mack
Reporter, Financial Planning
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