As a teenager, Zechariah Schaefer made a six-figure return on an Ethereum investment which opened his eyes to the importance of financial planning for crypto holders. He now offers an advice service, based in Virginia, that is targeted at Gen Z and millennial clients.

By focusing on an underserved market and helping people with their crypto affairs, Zechariah may well have created a viable blueprint for integrating DeFi into financial planning. A very worthwhile listen for any financial planner who gets asked about crypto.