Greg Palmieri, CFP®, MBA is Manager of Financial Planning at SoFi, where he leads a team delivering personalized financial guidance to members across all life stages. A Certified Financial Planner with a background spanning wealth management, financial advising, and leadership, Greg is known for helping individuals navigate everything from foundational money decisions to complex long term planning. His email is gpalmieri@sofi.org

Trevor Smith is a business development leader at SoFi at Work, partnering with HR and benefits leaders to build financial wellness strategies that drive employee financial confidence. With a background in financial planning and a passion for personal finance, he helps organizations connect their benefits strategy to meaningful financial outcomes for their workforce.