Disrupting a dinosaur tends to keep one busy–just ask Alexa von Tobel, the ebullient 28-year-old CEO of LearnVest, a company that aims to reset the rules of financial planning. As she’ll explain to you, there’s a staggering lack of trustworthy, consumable, affordable financial advice available. Only three years in, LearnVest is making a strong bid to be that resource. We talked with von Tobel about maximizing managerial effiencieny, building a community of customers, and filling a gaping hole in the financial landscape.

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Peter Westerman


Credit Union Times

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