Amin Dabit CFP®

Amin Dabit CFP® is a seasoned fintech executive with over eighteen years of experience in the financial services and wealth management industry.

He has a track record of leading digital, people, and process improvements in both start-up and Fortune 100 environments, focusing on client-centric strategies and driving transformational change.

Amin is known for his expertise in scaling sales & service organizations on virtual platforms, driving vision for new product features, and enhancing digital client experiences.

With a background in finance from the University of Colorado Boulder - Leeds School of Business, Amin has held various executive roles at companies like Alto, Personal Capital, and Merrill Lynch.

His core competencies span from being a people-oriented influencer to leading data analytics projects, specializing in efficiency through technology, process, and people, and making high-level strategic decisions.

Amin Dabit is a wealth management thought leader and a public speaker on financial matters.