We are thrilled to welcome the newest addition to the Board of Advisors, Michael Kothakota, Ph.D. of WolfBridge Wealth.
As a practitioner and researcher, Michael is a dedicated financial planner who uses evidence-based approaches. Michael’s approach is guided by a core belief that financial planning professionals’ efforts on behalf of clients should be driven by data and a deep understanding of the field.
Michael is committed to applying the science of financial planning to help his clients accomplish their goals.
Prior to WolfBridge Wealth, Michael worked for a large national financial services firm. He was the inaugural Head of Research at the Certified Financial Planning Board of Standards. His extensive experience and education have enabled him to provide exceptional financial planning services. He has also provided financial planning and statistical consulting to several financial technology companies. In addition, he has provided support and planning to hundreds of individuals and families. Michael teaches Foundations of Wealth Management at Columbia University and is also a Professor at New York University, where he teaches Research in Financial Planning and Behavioral Finance. Previously he taught doctoral-level statistics and statistical programming at Kansas State University
Outside of the office, Mike enjoys reading, exercising, playing with the family dog, and baking (bread, in particular).
Michael brings a wealth of knowledge and experience to our Board of Advisors that will undoubtedly help us in carrying out our mission of revolutionizing retirement. Please join us in welcoming Michael to our Board of Advisors.
