Josef Pfeiffer

Josef Pfeiffer is a seasoned product leader with extensive experience in fintech and financial planning. He served as VP of Product at Monarch Money from June 2021 to May 2023.1 During his tenure, Josef joined Monarch Money at the seed stage and helped shift the company's strategy from budget tracking to financial goal forecasting, which contributed to increasing their growth rate and securing Series A funding.1

Prior to his role at Monarch Money, Josef held several notable positions:

1. VP of Product, Consumer Experience at LearnVest (December 2019 - June 2021)1
2. VP of Product, Financial Planning Experience at LearnVest (July 2016 - December 2019)1
3. VP of Product, Publishers at Gravity (July 2014 - July 2016)1
4. Sr. Director of Product at Gravity (August 2012 - July 2014)1

Currently, Josef serves as an advisor for Monarch Money (since June 2023) and EarningsDigest.ai (since June 2023).1 He is known for his expertise in marketing, strategic planning, and public speaking.1

Josef has a track record of leading successful product teams and driving significant growth in user adoption. For instance, at LearnVest, he led the beta launch of a new financial planning app, scaling adoption from a few hundred early users to millions of active users.1 He also coached and grew a product team from 2 directors and 5 PMs to 5 directors and over 40 PMs.1

In February 2022, Josef wrote an article comparing Monarch's cash flow-based system to zero-based budgeting, demonstrating his deep understanding of personal finance tools and methodologies.23