Sam Lewis

In this discussion, Sam Lewis, CEO of Fruitful, shares how his fintech is revolutionizing personal finance by merging CFP guidance with AI tools. He emphasizes that income allocation is more crucial than asset allocation for many Americans. Sam also delves into the innovative membership model that aids automatic paycheck management and the importance of simplifying financial tasks to alleviate stress. With a unique blend of technology and human support, Fruitful aims to close the execution gap in financial planning, making progress more achievable for Millennials and Gen Z.