Joanna Kennedy

Sr. Social Media Marketing Manager at Personal Capital

Joanna Kennedy's Professional Contact Details

Email (Verified)

****@personalcapital.com

Get Email Address

(855) 855-8005

Location

San Francisco, California, US

Company

Personal Capital

Person Seniority

manager

Person Functions

marketing

Joanna Kennedy's Current Company Details

Personal Capital

San Carlos, California, US • 350 Employees

finance

Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients'â€‹ best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, 'Better Financial Lives Through Technology and People,' and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service.

Founded Year

2009

Organization Website

personalcapital.com

Organization Languages

English

Organization Revenue

11000

Alexa Ranking

12854

Current Technologies

cloudflare cdn