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Crypto, Gen Z, and millennial financial planning: A blueprint

Crypto, Gen Z, and millennial financial planning: A blueprint

Citywire: The WealthTech Show

April 22, 202237m 29s

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Show Notes

As a teenager, Zechariah Schaefer made a six-figure return on an Ethereum investment which opened his eyes to the importance of financial planning for crypto holders. He now offers an advice service, based in Virginia, that is targeted at Gen Z and millennial clients.

By focusing on an underserved market and helping people with their crypto affairs, Zechariah may well have created a viable blueprint for integrating DeFi into financial planning. A very worthwhile listen for any financial planner who gets asked about crypto.