Ed Secrest
CERTIFIED FINANCIAL PLANNER™ Professional at Southeast Financial Group, Inc and Co-Founder of PlanSync AI
- Role
- Co-founder and Chief Strategy Officer at Plansync
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
About Ed Secrest
Southeast Financial Group is an independent, financial planning and investment management…
Experience
Co-founder and Chief Strategy Officer
Apr 2025 — Present · Winter Park, FL, US
As Co-Founder and CSO of PlanSync AI, I help drive the vision, strategic partnerships, and long-term growth initiatives of our platform.PlanSync AI is an intelligent plan management system designed specifically for 401(k) advisors. We empower advisors to modernize their retirement plan practices by automating reporting, centralizing plan documentation, and streamlining fiduciary compliance workflows — all through a sleek, intuitive interface built by advisors, for advisors.In my role, I focus on:• Strategic Growth: Identifying expansion opportunities, forging key industry relationships, and aligning product strategy with the evolving needs of fiduciary advisors, TPAs, and consultants.• Market Positioning: Shaping PlanSync’s go-to-market strategy, ensuring our platform stands out by addressing critical pain points like administrative burden, disjointed stakeholder communication, and compliance documentation.• Advisor Expertise: Bringing 35 years of firsthand advisory experience to our product development and customer success efforts, ensuring PlanSync always stays connected to the real-world challenges advisors face.• Partnership Development: Building alliances with TPAs, recordkeepers, and other strategic partners to extend PlanSync’s reach and create more value for our users.We believe the future of retirement plan management is proactive, technology-driven, and advisor-led. At PlanSync AI, we’re proud to be at the forefront of that shift.
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