SoFi Bank’s Manager of Financial Planning and Student Loan Expert
This week, Ira spoke with Brian Walsh, SoFi Bank’s Manager of Financial Planning and student loan expert. In this repayment episode of Ira’s Everything Bagel, Brian talks about why the “people” side of finance is important; the $1.8 trillion question with about 45 million people with student loans; the “return on education” approach: the role of private institutions in student loans; the difference between consolidation and refinancing in the student loan world; our relationship with money based on how we were raised; and using technology to stay on top of our finances.
As a self-proclaimed financial planning nerd, Brian leverages research, member feedback, and past experience to deliver advice. He is currently a student in Kansas State University’s Personal Financial Planning PhD program, and is a CERTIFIED FINANCIAL PLANNER™ Professional. Brian also has his Chartered Life Underwriter® (CLU) and Chartered Advisor for Senior Living (CASL) designations and Masters in Financial Services from the American College. Prior to joining SoFi, Brian was the director of financial planning solutions at TIAA and was responsible for the planning approach used to deliver more than 100,000 financial plans per year to clients.
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