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From Wall Street to Main Street: Democratizing Financial Freedom in the Age of AI
⭐ Get Excited ⭐
I'm excited to have a progressive conversation with Michael Scarpati, Co-Founder and CEO of Retire.US, a fintech platform revolutionizing access to financial advice.
Why should you listen to Michael?
He is a seasoned entrepreneur who consistently seeks new opportunities to foster collaboration and drive growth. With over 15 years of experience in the financial services industry, he co-founded RetireUS to make independent fiduciary financial guidance accessible to all, so that everyone has the opportunity to achieve financial freedom.
Their mission is to disrupt today’s financial services industry by creating a better path to financial freedom. One that seamlessly blends human relationships with technology for a frictionless financial planning that is faster, more cost-effective, and delivers greater impact than anything else on the market.
Additionally, he serves as the chairman of the board of OWE. This nonprofit organization empowers impoverished communities by providing them with the resources necessary to achieve sustainability and independence.
🔑 Key Takeaways from the Episode: ✅ Michael opens up about his early career in traditional finance and the pivotal moment that led him to launch a mission-driven alternative to Wall Street's exclusivity.
✅ Hear what this concept means and how RetireUS delivers on the promise by prioritizing education, inclusion, and transparency.
✅ Michael discusses the essential role of trust in financial guidance, especially for communities historically overlooked by the financial system, and how RetireUS uses AI without sacrificing the human touch.
✅ RetireUS isn’t just tech-forward—it’s equity-focused. Learn how they’re building systems that uplift the people often left out of financial conversations.
✅ Michael gets real about the challenges of balancing growth with values—and what success means over the next 5 years for both RetireUS and the communities they serve.
✅ As Chairman of OWE (Opportunity Without Exception), Michael speaks about the economic patterns in underserved communities and how they fuel his drive for both nonprofit and fintech impact.
🎧 Subscribe, share, and tune in—the future of financial freedom is now.
🎙️From Wall Street to Main Street: Democratizing Financial Freedom in the Age of AI
📍 Podcast Location: Umatta Consulting on Spotify
📅 Aug 1 | ⏰ 10:00 AM EST
💡 Featuring Michael Scarpati, CEO & Founder @RetireUS | 15-Years in Financial Planning | Empowering Financial Freedom With Tech 💸
🔗 Follow us on Spotify here: https://lnkd.in/dKD7CPu9
#Fintech #AI #FinancialInclusion #Leadership #FutureOfFinance #RetireUS #UmattAConsulting #Podcast #MissionDrivenBusiness #WallStreetToMainStreet #UnderservedCommunities #FinancialFreedom #MillennialsInLeadership
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By Rejoyce Owusu⭐ Get Excited ⭐
I'm excited to have a progressive conversation with Michael Scarpati, Co-Founder and CEO of Retire.US, a fintech platform revolutionizing access to financial advice.
Why should you listen to Michael?
He is a seasoned entrepreneur who consistently seeks new opportunities to foster collaboration and drive growth. With over 15 years of experience in the financial services industry, he co-founded RetireUS to make independent fiduciary financial guidance accessible to all, so that everyone has the opportunity to achieve financial freedom.
Their mission is to disrupt today’s financial services industry by creating a better path to financial freedom. One that seamlessly blends human relationships with technology for a frictionless financial planning that is faster, more cost-effective, and delivers greater impact than anything else on the market.
Additionally, he serves as the chairman of the board of OWE. This nonprofit organization empowers impoverished communities by providing them with the resources necessary to achieve sustainability and independence.
🔑 Key Takeaways from the Episode: ✅ Michael opens up about his early career in traditional finance and the pivotal moment that led him to launch a mission-driven alternative to Wall Street's exclusivity.
✅ Hear what this concept means and how RetireUS delivers on the promise by prioritizing education, inclusion, and transparency.
✅ Michael discusses the essential role of trust in financial guidance, especially for communities historically overlooked by the financial system, and how RetireUS uses AI without sacrificing the human touch.
✅ RetireUS isn’t just tech-forward—it’s equity-focused. Learn how they’re building systems that uplift the people often left out of financial conversations.
✅ Michael gets real about the challenges of balancing growth with values—and what success means over the next 5 years for both RetireUS and the communities they serve.
✅ As Chairman of OWE (Opportunity Without Exception), Michael speaks about the economic patterns in underserved communities and how they fuel his drive for both nonprofit and fintech impact.
🎧 Subscribe, share, and tune in—the future of financial freedom is now.
🎙️From Wall Street to Main Street: Democratizing Financial Freedom in the Age of AI
📍 Podcast Location: Umatta Consulting on Spotify
📅 Aug 1 | ⏰ 10:00 AM EST
💡 Featuring Michael Scarpati, CEO & Founder @RetireUS | 15-Years in Financial Planning | Empowering Financial Freedom With Tech 💸
🔗 Follow us on Spotify here: https://lnkd.in/dKD7CPu9
#Fintech #AI #FinancialInclusion #Leadership #FutureOfFinance #RetireUS #UmattAConsulting #Podcast #MissionDrivenBusiness #WallStreetToMainStreet #UnderservedCommunities #FinancialFreedom #MillennialsInLeadership