Cade DeNazario Akers

From classroom teacher to wealth advisor to product manager. I came to fintech through financial planning, not engineering. I hold a CFP® designation, spent years advising clients, and now build AI-first products for the wealth management industry. That background means I understand what advisors and investors actually need — not just what's technically possible. I focus on the place where behavioral science, financial planning, and AI intersect. I work closely with researchers, psychologists, and engineers to build tools that reflect how people genuinely make financial decisions. I speak at industry conferences and contribute to conversations on behavioral finance and AI in advisory technology. Increasingly, I also own the product marketing side — translating complex capabilities into messaging that actually resonates with advisors.