Craig Kirkpatrick is a 30-year veteran of the Financial Services Industry and has worked directly with Financial Advisors during his career. He co-founded Optimal AdvisorAI to educate financial advisors on the use of AI technology to save time, enhance client connections and drive growth.
Craig has trained over 1,000 Financial Professionals on how to use AI in their daily practices. His efforts, backed by 1,500+ hours and over 7,500 interactions with AI models, have been well received within the financial community due to his practical application in advisor practices. Craig’s presentation will include demonstrations on how advisors are using AI to save time.
Prior to Optimal AdvisorAI, Craig co-founded two alternative mutual fund companies and served as a consultant to asset management firms and investment advisors, emphasizing innovation in the sector
Additionally, Craig contributes as an advisory board member to the U.C. Berkeley Extension Personal Financial Planning program, influencing the development of future financial advisors. His interests also include blockchain technology and asset tokenization, for which he has earned certifications. A University of California, Berkeley alum, Craig holds a Bachelor of Science in Finance, further solidifying his expertise and commitment to the financial advisory field.
