))
Automated Personal Finance & Debt Optimization
Manage episode 371317726 series 3462330
Content provided by Marguerita Cheng. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marguerita Cheng or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, we discuss the importance of debt optimization and how Sora can help advisors and their clients secure better deals for existing and new home, auto and student loans. Debt optimization reduces stress and increases financial freedom
Rohit Agarwal lives in San Francisco with his wife, Candice, and two daughters, Anjali (4) and Anika (2). He is currently the co-founder and co-CEO of Sora Finance, a fintech company providing liability optimization as a service to financial advisors. Previously, Rohit was the Head of Kiva USA where he was responsible for all lending across the country to small businesses. Rohit also worked as a consultant in McKinsey & Company's San Francisco office and is the former Generation USA CEO, a job training program for unemployed youth. Additionally, Rohit was a public high school teacher in Harlem, NY via the Teach For America program and spent two years as an investment banker with Banc of America Securities.
To learn more, visit:
https://www.linkedin.com/in/margueritacheng/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Cheng/
21 episodes
Share
