Brian Walsh

Brian Walsh serves as Senior Manager of Financial Planning at SoFi, bringing extensive expertise in personal finance and investment management. His impressive credentials include being a CERTIFIED FINANCIAL PLANNER™ Professional, holding Chartered Life Underwriter® (CLU) and Chartered Advisor for Senior Living (CASL) designations, and a Masters in Financial Services from the American College. Currently pursuing a PhD in Personal Financial Planning at Kansas State University, he combines academic research with practical experience to deliver meaningful financial advice. His previous role as director of financial planning solutions at TIAA involved overseeing the delivery of over 100,000 financial plans annually. At SoFi, he leads financial planning initiatives, leveraging research and member feedback to develop practical financial solutions. His teaching portfolio includes comprehensive courses in Fundamentals of Investing, Introduction to Personal Finance, Managing Debt, Risk Management, and Saving Money for the Future, demonstrating his commitment to financial education and literacy.