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Journal in the Round: Finding the Dream Fintech Stack

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For February’s Journal in the Round, join our panel of tech savvy financial planners and fintech experts from FPA’s FinTech Advisory Group as they discussed how the fintech space is exploding with possibilities for planners and their clients. Charesse Hagan, Chris Heye, Ph.D. and Shane Morrow, CFP®, CIMA, CAIA®, discussed insights into the key trends on the horizon, and shared wisdom about the tools in their tech deck as well as what they hear from financial planners about what their dream technology of the future looks like. This lively, online and interactive roundtable conversation was moderated by FPA host Terry Bradford-Crane, MBA, CFP®

Terry Bradford-Crane, MBA, CFP®

Owner, BradfordCrane Company LLC

Terry Bradford-Crane owns BradfordCrane Company LLC, an investment adviser in Washington. She is a graduate of the U.S. Naval Academy and a former naval flight officer. Bradford-Crane began her career as a financial adviser with Merrill Lynch in 1998. In 2004 she established BradfordCrane Company, a business platform that enabled her to educate individuals on investment topics, inspire investors to reach for financial independence, and provide pro bono financial planning advice to organizations and individuals as a service to her community. 

Charesse Hagan

Founder, Charesse J. Hagan, LLC

Charesse Hagan is founder of Charesse J. Hagan, LLC. She is also a member of FPA's FinTech Advisory Group, and the technology and operations coach for the FPA Coaches Corner.

Chris Heye, Ph.D.

Founder and CEO, Cogniscient

Chris Heye, Ph.D., is founder and CEO of Cogniscient, and co-founder of Wealthcare Planning. He is also a member of FPA's FinTech Advisory Group.

Shane Morrow, CFP®, CIMA, CAIA

Managing Partner, IronBridge Wealth Counsel LLC

Shane Morrow, CFP®, CIMA, CAIA, is a managing partner at IronBridge Wealth Counsel LLC. He is also a member of the FPA's FinTech Advisory Group.


Journal in the Round: Finding the Dream Fintech Stack
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available