Brian Walsh, PhD, CFP®, serves as the Head of Advice & Planning at SoFi since July 2018, focusing on financial planning, digital advice, and thought leadership. In addition to this role, Brian has been an instructor at the College for Financial Planning since January 2023 and previously at Kansas State University. Brian's prior experience includes positions such as Director of Financial Planning Solutions at TIAA, where oversight of financial planning software development and training took place, and as a Financial Advisor within the Private Wealth Management Group at Robert W. Baird & Co. Brian's educational background includes a Ph.D. in Personal Financial Planning from Kansas State University, an MS in Financial Services from The American College of Financial Services, and a BSBA in Finance from Valparaiso University.
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