NAPFA Fall 2023 National Conference Speaker

Dr. Michael Kothakota has been a financial planning practitioner for over 18 years. He currently serves as CEO of WolfBridge Wealth, a Registered Investment Advisor firm and is the former Head of Research at CFP Board. As a researcher and innovator, he operates and conducts research at the intersection of artificial intelligence and the psychology of financial planning. Dr. Kothakota has consulted for financial technology firms and has developed behavioral models to assist with the delivery of financial planning services via technology platforms. He is an experienced instructor and teaches at Columbia University. Dr. Kothakota received his Master’s in Predictive Analytics from Northwestern University and his Ph.D. in Personal Financial Planning from Kansas State University.