ShrutiJo (@shruti_jo) 's Twitter Profile
ShrutiJo

@shruti_jo

President & COO at Facet

ID: 1457686934420172800

linkhttp://facetwealth.com calendar_today08-11-2021 12:30:32

59 Tweet

143 Followers

53 Following

Jimmy Moock (@jimmymoock) 's Twitter Profile Photo

Marrying a client and planner journey is the tech behind Facet’s magic. Current and future-ready tech “is the orchestrator and allows us to pair a CFP with approx 200 clients,” says ShrutiJo at Financial Planning’s #FPINVEST

Jimmy Moock (@jimmymoock) 's Twitter Profile Photo

.ShrutiJo of Facet shares thoughts on how a client requires the best of what a CFP and her platform can offer her and her family in order to organize their financial life at Financial Planning #FPINVEST

WealthManagement.com (@wealth_mgmt) 's Twitter Profile Photo

Buoyed by Series C capital raise, @FacetWealth adds four new executive hires with a focus on client experience and marketing. | ali hibbs wealthmanagement.com/ria-news/facet…

Nicole Casperson (@nicolecasperson) 's Twitter Profile Photo

I've had an identity crisis. Well, only when it comes to money and its power to shape the person I am. Enter Facet Wealth. It's a fintech company on a mission to help outsiders find a sense of belonging via financial management.

I've had an identity crisis.

Well, only when it comes to money and its power to shape the person I am.

Enter Facet Wealth. It's a fintech company on a mission to help outsiders find a sense of belonging via financial management.
Nicole Casperson (@nicolecasperson) 's Twitter Profile Photo

@FacetWealth ShrutiJo Financial planning and advice have typically been reserved for the ultra-wealthy, creating an industry that's been hyperfocused on making money and left humanity out the door. Shruti is bringing humanity to financial planning.

Nicole Casperson (@nicolecasperson) 's Twitter Profile Photo

@FacetWealth ShrutiJo She discusses the importance of empowering people with financial knowledge, how money (wrongly) defines identity, and her feeling like an outsider. Shruti also shares how Facet Wealth turns traditional financial planning on its head, putting human wellness at the center.

Nicole Casperson (@nicolecasperson) 's Twitter Profile Photo

@FacetWealth ShrutiJo Facet Wealth even got a nod from Marie Claire as a top investment app alongside Ellevest and Betterment. marieclaire.com/career-advice/…

Technical.ly Baltimore (@technicallybmr) 's Twitter Profile Photo

.@FacetWealth continues to grow with four new hires that COO ShrutiJo said "play a key role in our ability to provide invaluable and impartial financial advice" bit.ly/3yRej09

Facet (@join_facet) 's Twitter Profile Photo

Guess what? Your "money mindset" might be stopping you from living the life you want.💸 Brent Weiss, CFP®, ChFC®, Co-Founder of Facet shares 3 steps you can take to unlock your money’s potential and reach your financial goals.👏 Check it out👉youtube.com/watch?v=smjczV…

Facet (@join_facet) 's Twitter Profile Photo

No one has time to stress about money, just work with Facet. We've got you covered. facetwealth.com/intro/?utm_sou…

ShrutiJo (@shruti_jo) 's Twitter Profile Photo

Your "money mindset" might be stopping you from living the life you want. Brent Weiss, CFP®, ChFC®, Co-Founder of @FacetWealth shares 3 steps you can take to unlock your money’s potential and reach your financial goals.

ShrutiJo (@shruti_jo) 's Twitter Profile Photo

Big things happening over here at Facet! We are honored to be ranked among the top 1% in this year's Inc. 5000 List of America's Fastest-Growing Companies!

Alexandra Zendrian (@azendrian) 's Twitter Profile Photo

@FacetWealth Anything featuring @FacetWealth's leaders Patrick McKenna, Anders Jones, ShrutiJo & Brent Weiss. Some good ones 👇youtube.com/watch?v=8N_5Je… podcasts.apple.com/us/podcast/s2-… podcasts.apple.com/us/podcast/fee… workweek.com/episodes/ander… veteranonthemove.com/facet-wealth/ Caitlin Cook Nicole Casperson