Publishers of the Nerd's Eye View blog on Kitces.com and the Financial Advisor Success podcast and the Kitces & Carl podcast

The team at Kitces.com is committed to making real financial advisors better, and more successful.

It is our mission to help advisors who are serious about their craft to fulfill their sacred duty to clients by advancing the knowledge and practice of financial planning. Which we do by being the leading online source of research, resources, education, and training, for real financial planners.

Kitces.com

Rachel Zeller

This department focuses on the development and implementation of digital platforms and user engagement strategies.

Digital Solutions

This department focuses on improving engagement strategies and enhancing learning and development opportunities for advisors.

Engagement and Development

This department focuses on budgeting, forecasting, and financial analysis to support organizational financial health.

Financial Planning

This department focuses on conducting research and analyzing data to support organizational goals and decision-making.

Kitces.com

Org chart

Teams

Digital Solutions

Engagement and Development

Financial Planning

Research and Analysis

Offices