Samantha Vient, a 35-year-old CFP from Southern California, was a couple of years into her career as a planner with the Alliance of Cambridge Advisors Network when she heard about online startup LearnVest.

“I went to their webpage and saw that they were hiring [and] I became obsessed with the company,” Vient says. “I liked that they [at LearnVest] were reaching out to the underserved [and] the idea of blending technology and this new profession I had gotten into was a very sexy idea to me.”

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