Vestwell
Kian Rafia possesses extensive experience in financial services, currently serving as Managing Director, Chief Investment Officer, and Head of Vestwell Advisors at Vestwell since May 2024. Previously, Kian founded Pardis, a pro-bono financial advisory firm for active-duty military personnel, from January 2019 to June 2024. Kian has held key roles at AssetMark as Sr. Managing Director for Enterprise Sales and Distribution and as SVP of Strategic Accounts at d1g1t Inc. Additional positions include EVP of Advisor Solutions at Morningstar, Senior VP of Wealth Management at Independent Financial Group, and Vice President roles at both Cetera Financial Group and LPL Financial Services. Kian's career began at PwC as a Senior Associate, following a B.S. in Industrial Engineering from The Ohio State University and an MBA from NYU Stern School of Business.
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Vestwell
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Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans). They remove the friction points of confusion, cost, and compliance that come with traditional retirement plans through their easy-to-use digital platform, flexible plan design and investments, and lower cost-to-serve. Vestwell was built to work with advisors, accountants, and other financial professionals, where we become an extension of their practice while helping them scale through technology.