Laurie Stack, Host of the Talent Stack podcast, speaks with Caroline Piehl, Managing Partner and Financial Advisor at Timewise Financial, about leading a family practice through succession and serving younger clients. Piehl draws on her swimming career at UC Berkeley and brand strategy work at Nike to explain how adaptability and continuous learning shape her approach.
After succeeding her father, Piehl retained the firm’s integrated tax and wealth planning model while gradually changing technology and investment strategies. She describes earning client trust over time and modernizing service for younger clients without alienating retirees. As younger clients turn to AI for portfolio analysis, she emphasizes financial and tax planning for decisions such as buying a business or managing an inheritance.
Piehl also outlines practical ways to bring more women into wealth management, including mentoring employees, helping them obtain licenses and giving them client experience. She argues that access to these opportunities requires deliberate action from leaders across the profession.
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