Michael Kothakota is a practitioner, researcher and dedicated financial planner who uses evidence-based approaches. Since 2008, Mike has owned WolfBridge Wealth Management, a small boutique wealth management firm serving clients across the country. He previously worked as a financial advisor for a major brokerage house and has testified as an expert witness in financial planning and investment-related matters in the areas of family law, and torts in several jurisdictions across the country. Mike also works as a product consultant in financial technology, providing expertise in the development of financial models for several firms. Additionally, Mike currently teaches statistics for financial planning research and statistical programming at Kansas State University's Department of Financial Planning in the College of Human Services.
Mike is a lifelong learner and earned his Master's in Predictive Analytics from Northwestern University in 2014 and his Ph.D. in Personal Financial Planning from Kansas State University in 2019, where he was Phi Kappa Phi. His research interests include statistical methods for financial planning research, divorce and wealth management, risk preferences/tolerance and the intersection between time and wealth management. Mike enjoys incorporating what he learns from his research into working with clients and using insights gleaned from his practice as a wealth manager to inform his research. He has been published in the Financial Planning Review, Journal of Financial Planning and Counseling, Financial Services Review, the Journal of Divorce and Remarriage, and the Financial
Mike is a member of the North Carolina CFA Society, the Financial Planning Association, the Financial Therapy Association and the American Statistical Association. Mike holds the CFP® certification, the Accredited Financial Counselor™ designation and is a Certified Analytics Professional.
- Ph.D. in Financial Planning, Kansas State University
- M.S. in Predictive Analytics, Northwestern University
- B.S. in Business Management, Western Governor's University