David Snider of Harness Wealth: Bringing Sophisticated Tax Planning to the Masses

Join us as we sit down with David Snider, Founder and CEO of Harness Wealth, to discuss his mission of making bespoke financial advice accessible and valuable for the next generation of builders. Learn how David is using technology to democratize wealth management and provide the average person the same sophisticated tax planning strategies used by the ultra-rich.

Connect with David here: https://www.harnesswealth.com/

Summary of KAJ Masterclass with David Snider
David Snider, Founder and CEO of Harness Wealth, aims to democratize financial advice, making it accessible and valuable for a broader audience. His background includes significant roles in private equity and real estate technology.

Key points discussed include:

Emphasis on human connection in wealth management despite advancements in technology.
The need for sophisticated tax and financial advice for individuals with complex financial situations, not just the ultra-rich.
Harness Wealth integrates technology with personal advisory services, aiming to enhance client experience while maintaining human interaction.
The importance of providing the right tools for navigating financial complexities, particularly for those with business interests or ownership.

David’s book, Money Makers, aims to demystify financial services, providing insights into various segments of the industry, appealing to a broad audience interested in financial empowerment.

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