Personal Capital is not only about their advanced technology platform to have all of your financial accounts in one dashboard, the ability to move money from anywhere to anywhere, or their tools for financial planning. At the heart of their service is a team of professional financial planners that leverage this technology to provide a state of the art personal financial management service.
When using Personal Capital you can connect at any time with your planner from anywhere in the world and both can collaborate in real time on your accounts to find solutions for your fundamental financial needs like retirement and investing.
In this interview Kyle received us at Personal Capital in San Francisco and talked about the team and how they advice their clients:
