Craig Kirkpatrick brings over three decades of experience in the financial services sector. As cofounder of Optimal AdvisorAI, his firm has engaged thousands of financial professionals through their courses and presentations to help professionals save time, enhance client connection and drive growth. Craig’s perspective is backed by over 2,000 hours and 7,500 prompts working directly with AI models.

Prior to Optimal AdvisorAI, Craig co-founded two alternative mutual fund companies and served as a consultant to asset management firms and investment advisors, emphasizing innovation in the sector.

Additionally, Craig contributes as an advisory board member to the U.C. Berkeley Extension Personal Financial Planning program, influencing the development of future financial advisors. His interests also include blockchain technology and asset tokenization, for which he has earned certifications. A University of California, Berkeley alum, Craig holds a Bachelor of Science in Finance.