CEO of Pefin, which offers AI Financial Planning and Advice to clients. They use AI technology to understand your complete financial situation, including your goals - like buying a home, having kids, sending them to college, and retiring in comfort, as well as your current spending patterns, your debt and investments, the economy, markets, social security rules, federal and state taxes and much more. From there, they generate a complete financial summary for you, which includes advice on how to improve your financial life on an ongoing basis, so that you can achieve your goals. Pefin recommends a savings and investment strategy that is completely tailored to you, and offers portfolio management services to ensure that your investments are managed in line with your financial plan.