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The Wealthfront Team

The Wealthfront Team believes everyone deserves access to sophisticated financial advice. The team includes Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), a Certified Public Accountant (CPA), and individuals with Series 7 and Series 66 registrations from FINRA. Collectively, the Wealthfront Team has decades of experience helping people build secure and rewarding financial lives.
3 min read
How Wealthfront’s Socially Responsible Portfolio Compares to Our Classic Portfolio
2 min read
Introducing Wealthfront’s Socially Responsible Portfolio
9 min read
Renting vs. Buying a Home: Steps To Decide Which Is Best for You
6 min read
Security at Wealthfront: How We Protect Your Accounts and Data
4 min read
How Much Money Do I Need To Start Investing?
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Our Thoughts on Investing in Cryptocurrency
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You Can Now Get Exposure to Cryptocurrency in Your Wealthfront Portfolio
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We’re Updating the Asset Allocation for Wealthfront’s Recommended Portfolios
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What’s Your Investment Return? 4 Answers to a Simple Question
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Welcoming Jaleh Bisharat to Our Board of Directors
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How To Get Ready for Next Year’s Taxes Today
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You Can Now Use Wealthfront to Build and Automate Your Own Portfolio
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Build Your Socially Responsible Wealthfront Portfolio
7 min read
Tax-Loss Harvesting 101
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You Can Now Use Wealthfront’s Cash Account to Automate Your Finances from End to End
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The Wealthfront Cash Account APY Is Decreasing to 0.10%