It’s not every day that you come across a platform dedicated to educating consumers and advocating for financial preparedness. In this Identity interview, Hugh sits down with Tony Steuer, Chief Content and Financial Education Officer of Paperwork.
Tony Steuer is based in California. He is passionate about financial literacy and educating consumers on best financial practices.
Tony started his career in the insurance industry and was exposed to the ins and outs of the financial space in the United States. He realized that consumers were not fully educated on the financial services they were buying or aware of the right questions to ask.
While doing litigation consulting for wealth management firms, he realized that most of those issues consumers face have more to do with lack of education than malice. Granted there are some ill-intentioned individuals out there taking advantage of their clients, but not only does the lack of financial literacy not help, it actually creates a gap between both parties
Tony retired from being a consultant and has been dedicating his time to financial education and consumer advocacy with Paperwork. His goal is for consumers to feel empowered to make financial decisions that serve their long-term goals.
Click below to watch the full interview.