Alan Imberman

Alan Imberman, CFO of Wealthfront, shares insights from his journey growing the company from $2 billion to $80 billion in assets. He emphasizes a client-first philosophy that enhances trust and long-term relationships. The discussion covers innovative financial products like S&P 500 direct indexing that simplify investing and tax-loss harvesting strategies. Imberman also highlights how Wealthfront leverages machine learning to provide lower fees and better rates, empowering millennials to build sustainable wealth.