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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL
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Jason Pereira, CFP
Senior Partner and Financial Planner at Woodgate Financial
Speaker

Profile

Jason Pereira is a practicing financial planner and a well-known expert in the advisor technology space. He serves as an advisor and consultant to several AdvisorTech companies and has produced over 300 episodes of the Fintech Impact Podcast, where he interviews founders, thought leaders, and other industry experts on the subject of how technology is changing our industry.

Agenda Sessions

  • WealthStack Tech Tours

    , 11:00am
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  • AI and the Future of Advice Visionary Address

    , 2:15pm
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  • Hot Takes: Michael Kitces and Jason Pereira

    , 9:00am
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At this event

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Deshawn Peterson, CFP® AIF
Director, Advisor Relations
PPB Capital Partners

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