About The Firm

Through tailored training, workshops, and consulting, we make AI tools accessible and practical for real-world applications.

Firm Overview

Optimal AdvisorAI is on a mission to identify methods AI can be seamlessly integrated into financial practices to save time, enhance knowledge, and forge stronger client connections. We are all about leveraging the power of Artificial intelligence to optimize your professional outcomes.

How Do We Work?

Optimal AdvisorAI works to bring financial professionals up the learning and adoption curves around AI technologies by demystifying AI tech, teaching applied tactics for usage, and supporting our clients in implementing AI into their workflows for maximum benefit. We offer:

Hands-on, highly applied AI workshops and courses, that cover AI tools, prompting techniques, compliance issues, and use cases for every finance professional
A best in class monthly newsletter with member-only instructional videos and learning aids
Tailored consulting partnerships
High energy speaking engagements to drum up enthusiasm and leave people ready to explore the benefits of AI in their everyday work

Our team continuously scans the landscape for innovative AI solutions so you don’t have to. Our goal is simple: to transform the promise of artificial intelligence into tangible benefits for financial service professionals and their institutions.

Leadership Team

David Itzkovits

Co-Founder of Optimal AdvisorAI

Biography

Craig Kirkpatrick

Co-Founder of Optimal AdvisorAI

Biography

Karen Maccaro

Managing Director, Learning

Biography