About the Author
John Foley is President of SoFi Wealth, an investment management service guided by experts and powered by technology. John has more than 30 years of experience creating and marketing financial services—he has held various investment advisory and product roles at Charles Schwab, eTrade, and Intuit. He has FINRA Series 7, 24, 63, and 65 certifications and is a Certified Financial PlannerTM. John holds an MBA from San Francisco State University and a BA from the University of Scranton.