On March 12, 2025, financial professionals gathered at the picturesque Orinda Country Club for an enlightening seminar titled “The Future of Financial Planning in a World of AI.” Hosted by Optimal AdvisorAI, the event featured a deep dive into the transformative role of artificial intelligence in financial planning, led by the esteemed Craig Kirkpatrick.
Craig is the co-founder of Optimal AdvisorAI, with 30+ years in financial services, advisor for UC Berkeley's Financial Planning Program, and expert in AI integration.