Podcast
The Present & Future of Fintech Compliance with Adi Goel, Sardine Co-Founder
3/27/2023
New School Financial Planning: Are financial planners the therapists of money?
In this episode, we talk about an old-school industry getting a new look. Financial planning, as we know it, is broken. We spoke with Shruti Joshi, COO of Facet, about the massive evolution taking place and asked if every decision is a financial decision, then are financial planners therapists with calculators?
Episode guests
Jason Felger
Partner, Head of Platform, Jump Capital
Jason partners with founders so they have an exceptional experience with Jump from the first conversation through the exit. Operating is in his blood - prior to Jump, he was the CEO of Food Genius, a data analytics platform for the foodservice supply chain that was acquired by US Foods. Before that, he spent his time across a myriad of B2B enterprise operating roles, predominantly in early-stage companies.
Shruti Joshi
Chief Operating Officer, Facet
Shruti Joshi, Chief Operating Officer at Facet, is different from your typical leader in wealth management, with a background as a consumer tech founder and Fortune 15 executive experience. An early believer in Facet, She initially joined Facet as an early investor and member of its advisory board before becoming the COO. As COO, Shruti seeks to bring humanity to financial planning and to change the narrative and accessibility around wealth-building models.
Yelena Shkolnik
Partner, Jump Capital
Yelena is a partner at Jump and is most excited about the future of the financial lives of millennials and better eCommerce experiences. She began her career in investment banking, supporting clients across clean energy and software. Eager for closer engagement with companies, she found her way to DreamWorks Studios. It was a period of rapid transformation for media, and Yelena was excited to get involved as an investor with a few venture funds before landing with the amazing team at Jump Capital.