Top 50 Finance Speakers
- By Aaron Peterson
- Sep 29, 2023
The role of any finance speaker is to help the audience make savvy, informed financial decisions. Some speakers specialize in helping a business gain insight into how to achieve financial milestones, perform better, or improve revenues. Others help individuals improve their financial well-being. No matter which speaker you need for a keynote, customized event, or workshop, our top 50 finance speakers are highly sought-after SMEs in the world of finance.
1. Ron Insana
Ron Insana came into the world of finance in an unexpected way. He had a degree in film production and landed a role as a freelance producer for the Financial News Network (FNN). Several months later, two of FNN’s anchors called in sick at the same time, leaving eight hours without coverage. Ron stepped in and thrived in the role. When the company merged with CNBC, he became a full-time anchor. Book him for topics like “Is a New Economy the “New Normal?” or “Crypto Currencies: Dead Money Forever or Are There Signs of Life?”
Morgan Housel is the author of “The Psychology of Money” and a two-time winner of the Society of American Business Editors and Writers’ “Best in Business.” With a degree in economics from the University of California and seven years as a partner at Collaborative Fund, he’s an expert in money management and planning for retirement.
You may recognize the name Kevin O’Leary from his years on Canada’s “Dragons’ Den” and the U.S.’s “Shark Tank.” In his time on those shows, he gained a reputation for honest opinions and deals where he gained a percentage of future revenues over shares of the company. He’s continued to be a shrewd investor and expert in growing a business in a practical, effective, and profitable manner.
Marc Randolph was the first CEO of Netflix and an expert advisor, entrepreneur, and investor. He built a strong career in finance over four decades. Google acquired Marc's analytics software company Looker Data Sciences in 2019 for $2.6 billion. Most recently, he’s served as host of “That Will Never Work,” a top-10 Apple podcast that mentors budding entrepreneurs, and he’s a judge and investor on Entrepreneur Magazine’s “Elevator Pitch.”
5. Annie Duke
She’s the author of “Thinking in Bets,” a guide to making decisions in real-time using cognitive psychology and her experiences in the World Series of Poker (WSOP). The same year that she won her first WSOP bracelet, she outsmarted everyone to win the $2 million WSOP Tournament of Champions. Since retiring from professional poker, she’s toured the country sharing insights on financial decisions with corporate audiences.
Todd Buchholz served as the Director of Economic Policy under President George H. W. Bush. He’s especially knowledgeable on global markets and business economics and often has conflicting views of the economy that turn out to be correct. Successful Meetings Magazine named him one of the “21 Top Speakers for the 21st Century,” and Harvard University Department of Economics awarded him the Allyn Young Teaching Prize.
7. Dirk Ahlborn
He’s the founder and CEO of JumpStarter Inc., a platform that helps companies crowdsource the funding for their products. Dirk Ahlborn’s career began in Germany where he was an investment specialist, but he left Germany for Italy where he founded several companies, including one that sold to a global alternative energy corporation. He’s especially knowledgeable in production cost control and sales.
Harry Broadman’s specialties in finance include business growth, corporate governance, risk mitigation, and innovation. In more than 35 years in business, he’s learned when to re-invent himself and uses his doctorate in economics to help companies and people around the world make smart policy changes and business decisions.
Master P is the founder of No Limit Records and founder and CEO of P. Miller Enterprises. He’s a skilled business professional and investor in the world of entertainment and the food and beverage industry. In addition to business growth and his entrepreneurial expertise, he also helps grow a non-profit organization and specializes in philanthropy.
10. Andy Buckley
As a Financial Advisor at Merrill Lynch, Andy Buckley helped manage more than $400 million in personal assets. His financial knowledge made him an expert choice to fill the role of David Wallace, the CFO for Dunder Mifflin Paper Company in “The Office.”
11. Whitney Johnson
Whitney Johnson is the CEO of Disruption Advisors and co-founder of the Disruption Innovation Fund, where her main talents were in raising capital, forming a fund, and developing the financial strategy. She honed her skills in the momentum and growth of stocks during her time as a Wall Street stock analyst and StarMine-rated “superior stock-picker.”
Allison Baum Gates is a general partner at SemperVirens, an early-stage venture capital fund. She’s especially knowledgeable about B2B technology and its role in improving financial wellness. Before this position, she worked for Goldman Sachs on the trading floor, as co-founder of Fresco Capital, and investor at Trinity Ventures. Her knowledge of investments makes her a popular financial speaker.
13. Taryn Bushrod
Taryn Bushrod is a Morgan State University graduate with a BS in Marketing and an MS in Financial Management. She’s also certified through Duke University in Behavioral Finance. Taryn is a Money Mindset Coach who learned as a child that money management is a vital skill to have and use. She’s an expert in helping young adults build strong spending habits that help them live within their means.
14. Howie Kra
Howie Kra is the Chief Business Development Officer at Arise Bioscience. His role is to grow sales and explore development opportunities for the business. He landed this position after honing his skills for decades at Lehman Brothers and Morgan Stanley where he was a wealth management producer. He was also the founder of KraConsults, an investment firm providing private financing for start-ups.
15. Hillary Seiler
Hillary Seiler is a Certified Financial Educator and founder of Financial Footwork, an education platform that helps people power through stress and failures tied to a lack of financial education. She’s the speaker to have for talks on “Winning With Money” and “How to Set S.M.A.R.T. Goals.”
16. Tori Dunlap
Tori Dunlap saved $100,000 by the age of 25 and quit her corporate job. She founded Her First $100K to help women overcome financial inequality by paying off debt, building savings, and investing wisely. She’s also the author of “Financial Feminist” and host of a highly-rated podcast of the same name.
Dr. Kristy Archuleta is an award-winning Financial Planning professor at the University of Georgia. And, she’s a Certified Financial Therapist-I and co-founder of the Financial Therapy Association. Book her to talk about “Financial Anxiety & Stress” or “Solution-Focused Financial Therapy.”
18. David Orban
If you require a crypto and blockchain financial speaker, David Orban is an excellent choice. He’s been an active Bitcoin investor for 13 years and was the first to own Ether when it launched in 2014. He’s a popular keynote speaker on blockchain and was the keynote at the first Ethereal Summit and again at Blockchain Unbound, where he talked about the empowerment of non-zero-sum technologies.
19. Jedidiah Collins
He’s a Certified Financial Planner and behavioral coach and founder of Rookie to Veteran. As he was cut 13 times before becoming an NFL fullback, he used each failure to hone his skills in financial planning, leading to his career in financial education. Jedidiah Collins is the author of “Your Money Vehicle” and advocate for financial awareness.
20. Brandon Copeland
Brandon Copeland is a Wharton School of Business graduate, NFL linebacker, and co-founder of Beyond the Basics, Inc. He’s also a Professor of Financial Literacy at UPenn, something he believes should be a topic every student must know in order to improve their financial health.
21. Andrew Busch
As the former 1st Chief Market Intelligence Officer for the U.S. government, Andrew Busch is an expert speaking on the markets and future economy. Andrew Busch is an expert on the impact of technology on the economy, interest rates and the prime rate, and China’s influence on the U.S. market. He’s available to talk about financial services, real estate marketing, and global currency.
22. Brad Yasar
Brad Yasar is the CEO of EQUFI, a decentralized global banking platform, and founder of Beyond Enterprizes, a firm specializing in blockchain implementation. Before this, he was co-founder of the Blockchain Investors Consortium, where more than $5 billion was allocated to support cryptocurrency projects. He holds a BS in Applied Sciences Math from Académie de Grenoble and a BS in International Business Management from Pepperdine University.
23. Cory Procter After retiring from the NFL following several troublesome injuries, Cory Proctor became a wealth manager. He founded Pro Capital Wealth Management and specializes in investments, estate taxes, retirement planning, and business finances.
24. Angela Moore
Angela Moore has a long list of qualifications in financial planning and management. She’s a Certified Financial Planner, Chartered Retirement Planning Counselor, and Certified Financial Education Instructor. Plus, her education has led to an MS in Personal Finance Planning and Master Planner Advanced Studies. She’s an outstanding financial speaker, money educator, and money coach who uses storytelling and engaging presentations to help her audience improve their financial well-being.
25. Morgan Simon
Long before her current career, Morgan Simon was an expert in business development and marketing. She’s especially passionate about creating healthy workplaces and lifestyles to achieve your personal, financial, and career goals.
26. Bill Morris
Bill Morris holds an MBA in International Business and an undergrad in Finance, both from Boston College. His first finance job was at Exxon Corporation, and then Kidder Peabody on Wall Street, where he worked his way up to International Controller. He continued to climb the ladder with companies that included Shearson Lehman, Geneva Capital Markets/Citigroup, and Impac Corporation. He’s the author of “The Formula for Success” and an adjunct professor on entrepreneurship and business strategy.
27. Monica Stevenson
Monica Stevenson has more than two decades of experience in finance and operations. She’s currently the CFO at FLG Partners and has also launched her own e-commerce business and built out the accounting department. She has a BA in Accounting from St. John’s University and obtained her CPA license in New York while working for PricewaterhouseCoopers.
28. Mel Abraham
He’s the bestselling author of “The Entrepreneur’s Solution: The Modern Millionaire’s Path to More Profit, Fans & Freedom. Mel Abraham is a CPA and founder of Thoughtpreneur TM Academy & Business Breakthrough Academy. He excels at helping entrepreneurs build strong businesses to achieve the life they dream of.
Dr. Genevieve Dobson is the owner of Degrees of Success, a 2020 “Best Credit Repair Company” winner. She’s an expert in debt management and student loans and talks to schools around the country to help students better understand how to use loans successfully. One of her popular presentations is the “Stress 2 Success: Financial Empowerment” series.
30. Tom Hegna
Tom Hegna is the host of a PBS special “Don’t Worry, Retire Happy.” He’s also in the “Million Dollars Speakers Group” of the National Speakers Association. When it comes to the best financial speaker, he’s at the top of the list with more than 30 years of experience talking to businesses, financial advisors, and individuals. He brands his engagements as “edutainment” and is knowledgeable on a variety of financial topics, particularly on retirement planning.
31. Aaron Tilton
He’s the co-founder of SmartFi, a firm designed to help simplify what cryptocurrencies are and how they help with wealth generation. During his career, he’s negotiated purchase agreements and equity positions and mapped out successful power projects in the Western U.S.
Are you baffled by Bitcoin or crypto? Sir John Hargrave is on a mission to make these newer technologies easier for financial advisors, investment clubs, and venture capitalists to understand. As the bestselling author of “Blockchain for Everyone: How I Learned the Secrets of the New Millionaire Class (And You Ca, Too), he’s shared his insights to book clubs, blockchain conferences, and financial seminars around the world.
33. Sir Brad Blazar
Sir Brad Blazar is the author of “Put Some Thrive in Your Hive” and “Winning at the Capital Game.” He’s known as the $2B Guy through his expertise in raising capital from high-net-worth investors. Plus, he created Capital School, which teaches students around the world about raising capital to scale and fund projects.
34. Rajiv Nagaich
When it comes to financial speakers on retirement planning, Rajiv Nagaich is an elder law attorney and expert in a new retirement planning approach he calls LifePlanning. LifePlanning helps older adults protect their assets, age in place, and live retirement on their terms.
35. Trevor Booker
After a long NBA career, Trevor Booker transitioned into venture capital. Alongside his former teammate, he founded JB Fitzgerald Venture Capital. He’s available for appearances, keynotes, and custom experiences.
Dr. Charles Chaffin is the author of “The Psychology of Financial Planning: The Practitioner’s Guide to Money & Behavior.” His main role in finance is as an educator and consultant, and he travels the nation talking to college and university classes, financial firms, and other organizations who need to better understand the complex relationships people have with money.
37. Dave Des Rochers
After a few years in the NFL, Dave Des Rochers moved to acting, but his career path would find him owning a financial firm for close to two decades before he became the Vice President of PATH2HappiSuccess, a company that helps college students find careers that make them happy.
38. Corey Mays
What is an angel investor? It’s an investor who specializes in start-ups. Corey Mays is an angel investor who played for the New England Patriots and several others before transitioning to business and finance. Arrange for him to give a financial investments keynote or a personal appearance that matches your needs.
39. Chris Hobart
If you’ve heard of Hobart Wealth or Hobart Financial Group, you’re already familiar with Chris Hobart, the company’s founder. He’s been a financial advisor and wealth planner for two decades and is an exceptional speaker on personal finance, tax planning, and investments.
40. Medina Jett
Medina Jett holds an MBA in Finance from the University of Connecticut School of Business and a JD from Georgetown. She was a private practice attorney and worked in corporate law departments, building her skills in asset management. She left the corporate world to launch Integrated Compliance Solutions Group, and it became a main player in compliance and advisory services for Wall Street. In her talks, she’s a popular speaker on financial empowerment, work-life balance, and the “Power of Reinvention.”
41. Brian Westbrook
After a long NFL career, Brian Westbrook moved into the world of business and invested in SeventySix Capital’s Athlete Venture Group. He’s a popular financial speaker at tradeshows, corporate events, and keynotes.
42. Travis Richey
Travis Richey’s invested in more than two dozen companies in the past 15 years, and it’s taught him a lot about success and failure. He started his career at 25 managing a hedge fund worth millions, but due to regulatory oversight, he was charged with being an unregistered securities dealer. His two-year sentence helped him take the next step in his financial career. He founded AccomplishED Ventures, a firm that helps those who’ve served time get a second chance. It’s led to his reputation as being the “Tony Robbins of the Prison World.”
43. Craig Siegel
Craig Siegel is a former Wall Street professional and founder of Cultivate Lasting Symphony, Inc., a community of changemakers from around the world who seek to improve human performance. He shares his insights in his book “The Reinvention Formula: How to Unlock a Bulletproof Mindset to Upgrade Your Life.” One of his popular topics is how to become a success after hitting rock bottom.
Michael Thomas, Jr., Ph.D. is an Accredited Financial Counselor and University of Georgia lecturer. He’s especially knowledgeable on financial behavior and the psychology of money. His TED Talk “Financial Empathy: Understanding the Story Beneath the Numbers” has more than 12,000 views on YouTube.
45. Dr. Mary Carlson
Dr. Mary Bell Carlson is the founder and President of Financial Behavior Keynote Group, an education, consulting, and speaking group on financial behavior change. She’s also the co-host of the “Real Money, Real Experts” podcast. She’s a Certified Financial Planner and Accredited Financial Counselor with expertise in prioritizing debt, boosting your credit score, using mortgages wisely, and building emergency savings.
46. Sarah Newcomb
Sarah Newcomb, Ph.D. is the founder of Thrive Financial Empowerment Center and an expert in personal financial management. She’s a behavioral economist who teaches people how to live fulfilling happy lives with the assets and other resources they currently have.
47. Carl Richards
Carl Richards is a Certified Financial Planner whose skill lies in helping the audience understand even the most complex financial topic. He’s an expert in making finances easy to understand through memorable, clear sketches. That’s why he created The Sketch Guy column, a visual presentation on topics like “The True Price of the Thing You’re Buying May Not Be Printed On It.”
48. Evan Beach
Evan Beach is a special topics instructor at Texas Tech University, teaching financial planning. He’s also a contributor to “Journal of Financial Planning.” In six years, he brought his RIA’s assets under management from below $300 million to more than $1 billion. He’s an excellent speaker on topics like retirement tax planning and what people want from their financial advisor.
49. Matt Gresia
If you’ve seen the “Internet Money” videos on TikTok, you’ve already met Matt Gresia. He’s a social media entrepreneur and finance graduate from Manhattan College. He’s also grown his own company, Canswer Sock Co., a sock brand that donates 10% of the yearly profits to cancer research.
50. Larry Jacobson
Larry Jacobson is the creator of “Sail Into Retirement,” a self-paced video program that provides personal coaching and home study to help shift from a job to retirement without struggle. Retirement planning is his top speaking topic, but he’s also skilled in business or personal financial performance and handling change.
How can our finance and wealth management speakers help you? When you require an expert in the world of personal finance, business growth, or the state of world economics, our top 50 finance speakers offer the knowledge you need and share their insights in memorable, insightful ways.
