Wealth Managers/Experts Experience

Where can I find experience information about the SoFi Wealth Managers/Experts who will be managing my money?

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  • Christina KChristina K Member, Administrator, Moderator, Sofi Team admin

    SoFi Wealth is a managed asset allocation platform; we have a team of economists who examine global economic data to help drive decisions within the SoFi Wealth portfolios. The Investment committee includes John Foley, Mike Cagney, Nino Fanlo, and Paul Fielding. Their bios, along with bios of all SoFi executives, are on the SoFi website at https://www.sofi.com/our-story/. It also includes Dr. Michael Dooley, professor of economics at UC Santa Cruz. The portfolio management team publishes updates periodically to help provide transparency on our portfolio selections to our Wealth members. Our licensed Advisory team is available to guide our members to choose the appropriate risk tolerance level for their long term goals, answer questions about the portfolios, and provide guidance on a wide variety of personal finance topics.

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