Robo Advisors versus Certified Financial Planners

In the world of algorithms and AI is it still necessary to hire a CFP? Can’t robots do it all for us? Jake and Kirk discuss various online programs that can do a good job at helping you to manage and invest your finances. But is it sufficient? Also, at what point can robots not do what a human is able to do? These are some questions that Jake and Kirk discuss, as well as give some tips on when to use robo advisors and when to hire a human.

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Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346