I am very honored to be named to the seventh annual Investopedia 100 list of most influential financial advisors of 2023 for the fifth year in a row! The seventh annual Investopedia 100 awards program recognizes financial advisors who demonstrate an industry-leading ability to reach large and diverse audiences, and use their influence to foster financial literacy education in the communities that need it most.
Thank you to everyone for their support on this journey and congratulations to the great advisors, peers, and friends listed as well!
Methodology
The annual Investopedia 100 list honors independent U.S.-based financial advisors who have demonstrated top-of-the-industry skills in the following critical areas:
- Reach: defined as the domain authority of their personal blog or website, followers across socials (LinkedIn, Twitter, TikTok, Instagram, and YouTube), and podcasts (including appearances or ownership of a personal podcast).
- Commitment to financial literacy: measured by the advisor’s participation in workshops, programs, nonprofits or collaboration with others in the community to spread financial education to those who need it most, as well as the creation of accessible content.
- Community support: measured through peer nominations by industry professionals outside of their own firms, as well as the advisor’s presence and engagement with others in the financial planning industry.
Each advisor CRD number was checked for validity, and each application was checked for accuracy and quality. Final scores were tabulated according to weights designated for each of the criteria above. Investopedia receives no compensation from placing advisors on our list, nor does an advisor’s appearance on our list constitute an individual endorsement by Investopedia of such advisor.
