SOURCE: Personal Capital

Personal Capital

September 23, 2015 05:00 ET

Financial Technology Veteran Mark Goines Appointed CMO at Personal Capital

New CMO Brings Over 3 Decades of Experience in the Financial Technology Industry

SAN FRANCISCO, CA--(Marketwired - Sep 23, 2015) - Personal Capital today announced the appointment of Mark Goines to the role of Chief Marketing Officer. Goines will direct Personal Capital's strategy and growth as the company continues to win investing clients from traditional brokerages with a lower cost, more transparent, technology-driven advisory service.

Goines is a fintech industry veteran, having spent the majority of his career as an angel investor and advisor to companies such as CreditInterlink, Mint and Better Finance (previously known as BillFloat). He has been involved with Personal Capital since its inception, first as a seed investor and advisor, and most recently as Chief Strategy Officer.

Early in his career, Goines joined Charles Schwab in the days when discount brokerages were challenging the status quo by offering retail investors direct, affordable access to Wall Street. Today, the wealth management industry is witnessing a similar transformation. Personal Capital's services are built on a platform that joins innovative technology with personalized financial guidance. The model is upending traditional financial services by making quality financial advice more affordable, providing a variety of free financial tools, and offering transparency into an investor's entire net worth.

Following his time at Schwab, Goines turned his attention to consumer finance, spending nearly a decade at Intuit running the TurboTax and Quicken businesses. While at Intuit, Goines first met Personal Capital CEO Bill Harris.

"Mark and I have been building financial technology businesses together for over 20 years," said Harris. "He has the track record and creativity we need at Personal Capital to push our efforts forward and help more consumers achieve their investing goals."

Goines is equally enthusiastic about the partnership with Harris. "Since my early days in this industry, it has been clear that people want a more efficient, cost-effective and automatic way to manage their finances," said Goines. "We have now developed the technology to provide the transparency and insight consumers need to fully understand how they are tracking towards their financial goals. Personal Capital provides tools and advice that are superior to what the average consumer has access to today, and it's my mission in this role to make sure all consumers understand how we can help them improve the way they manage their financial lives."

About Personal Capital

Personal Capital is a next generation financial advisor. The company melds technology with professional advisors to help households manage their wealth. Personal Capital's free app is available for iPhone, iPad and Android.

Disclaimer: Personal Capital Advisors is an SEC registered investment advisor. Any reference to the advisory services refers to Personal Capital Advisors. SEC registration does not imply a certain level of skill or training.

Contact Information


    Kim Paone
    Highwire PR for Personal Capital
    Email Contact:
    Phone: 415‐963‐4174 ext. 9