A year ago, Jason Friedman identified the challenges people often experience when searching for financial advisors, leading to the creation of AdvisorFinder. This online platform, launched by Friedman and his Virginia-based team in June 2022, simplifies the process of finding and researching vetted financial advisers in Hampton Roads and beyond. By using AdvisorFinder, people can make more informed decisions about whom they trust with their money, alleviating financial stress. Friedman, a Virginia Beach native and former wealth management industry professional, serves as the CEO of AdvisorFinder, aiming to bring the same convenience of finding a doctor or babysitter to the realm of financial advice.
Introduction
By The Virginian-Pilot By Sandra J. Pennecke
The Birth of AdvisorFinder
NORFOLK — A year ago, Jason Friedman was working as a financial adviser when he realized the difficulties people often face when trying to find their own financial advisers.
Creating a Solution
Almost like a light bulb moment, Friedman said he decided to create a platform that would make that search easier.
AdvisorFinder’s Features
In June 2022, Friedman and a startup team of five, all based in Virginia, started AdvisorFinder, an online marketplace that helps people find and research vetted financial advisers.
Empowering Informed Decisions
“Ultimately, people can make a much more informed decision about who they trust with their money,” he said. “And go about life without feeling the burden and stress from their finances.”
Meet the Team
The Virginia Beach native graduated from Cape Henry Collegiate in 2014 and then earned his bachelor’s degree in finance and risk management from the University of South Carolina. Since graduating, Friedman worked in the wealth management industry first for Wells Fargo Advisors in Nashville, Tennessee, and then he moved back to Virginia Beach to work for Merrill Lynch.
Expanding Reach
Now the CEO of AdvisorFinder, operating from an office space within Assembly in Norfolk, Friedman said marketplaces exist to help people find everything from a doctor to a babysitter. This one brings the same convenience to help them find a financial adviser.
Client Testimonial
Jacinta Gauvin, a financial adviser in Virginia Beach with the investment banking company Raymond James, is one of them. Gauvin said she joined AdvisorFinder in February as soon as she learned about it on LinkedIn because there is nothing else like it.
Contact Information
Sandra J. Pennecke, 757-652-5836, sandra.pennecke@insidebiz.com
Question & Answer
What is AdvisorFinder?
AdvisorFinder is an online platform launched in June 2022 that simplifies the process of finding and researching vetted financial advisers in Hampton Roads and beyond.
Who is the CEO of AdvisorFinder?
Jason Friedman, a Virginia Beach native and former wealth management industry professional, serves as the CEO of AdvisorFinder.
How does AdvisorFinder empower informed decisions?
By using AdvisorFinder, people can make a much more informed decision about whom they trust with their money, alleviating financial stress.
