Koi Birke

Director, Technology Product Evolution & Financial Behavior Specialist

Advanced Planning, Commonwealth Financial Network®

  • Works to make financial planning easier and more effective by helping advisors align their clients' actions with their goals (e.g., calming emotional investors, reconciling spouses’ risk tolerances, facilitating business and life transitions)
  • Serves as a resource to understand our advisors' practices, learning what tools our field force needs to save time and improve client service
  • BA in Economics, Brandeis University; Master of Applied Positive Psychology, University of Pennsylvania