How AI Is Changing the Future of Financial Advice with Fernando San Martin (Ep. 21)
AI gets talked about everywhere these days, but what does it actually look like when it becomes a practical tool for financial planning?
In this episode, Thomas Manetta welcomes Fernando San Martin, Senior Product Manager of Hazel by Altruist, for a conversation about the rapid changes taking place in financial planning. Fernando shares his journey from co-founding Thyme to joining Altruist, along with insights into how AI-powered tools are helping advisors uncover planning opportunities, save time, and deliver a better client experience.
Thomas and Fernando discuss:
- How Hazel’s AI-powered tax planning tool identifies planning opportunities
- Why tax planning has become an essential part of financial advice
- The impact of AI on advisor productivity and client service
- The future of financial planning technology
- And more!
Connect with Thomas Manetta:
- (415) 640-2121
- LinkedIn: Thomas Manetta
- Manetta Wealth
- thomas@manettawealth.com
Connect with Fernando San Martin:
About our Guest:
Fernando San Martin is the Senior Product Manager of Hazel at Altruist. Originally from Spain, Fernando has built his career at the intersection of finance, software, data, and artificial intelligence. Before joining Altruist, he co-founded Thyme, an AI-powered financial planning platform designed to help advisors deliver more efficient and impactful advice. Following Altruist’s acquisition of Thyme, Fernando joined the team to lead the development of Hazel, helping advisors leverage AI-driven insights across tax planning, financial planning, and client engagement. He is passionate about using technology to improve financial outcomes while preserving the human relationships that make advice meaningful.
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