Manage episode 282247544 series 2660277
If our last guest Tiffany Zhong was the Gen Z whisper, then Douglas Boneparth might just be the Millennial version. And he has the titles to prove it, including the newly named millennial voice of CNBC’s Digital Financial Advisor Council. After spending well over a decade in the financial planning industry, Douglas noticed a gap – a Buzzfeed reading, avocado toast eating, Slack using gap. Millennials weren’t getting the same level of thoughtful time and advice as other older players in finance. Douglas stopped chasing after old money and started finding young people to invest in. He is the founder and president of Bone Fide Wealth, a Manhattan-based wealth management firm specializing in high achieving Millennials, young professionals and entrepreneurs. They currently advise more than $80 million in assets. Douglas is a funny, charismatic, driven and smart guy (even for a Millenial). In this episode, Douglas and I talk about high earning millennials, financial education, when he got interested in the financial world of business, his comedic perspective on his professional and personal life, what a day in the life of a financial planner looks like, his plans for the future, marketing, SEO and more. Enjoy!
Guest - Douglas A. Boneparth, President at Bone Fide Wealth, LLC
Twitter: @howardlindzon, @dougboneparth, @knutjensen
#fintech #invest #investment #venturecapital #stockmarket #finance