Chief Innovation Officer @ Cerity Partners ($200B+ AUM). Designer / prev. Founder @ Northstar (raised $40M, acquired 2025)

Los Angeles, CA
Joined December 2008
It's the Super IC era. I put together some thoughts to help you navigate it: gabrielvaldivia.com/notes/in…
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Excited to share that I've joined Cerity Partners as Chief Innovation Officer! We are one of the largest and fastest growing wealth management firms with $200B+ AUM and $1.2T+ AUA. ceritypartners.com/ Our new team unifies product, AI, and data into a cohesive strategy across all parts of the business — the experiences for our clients, advisors, and colleagues. And I'm hiring a founding team of engineers, PMs, and designers! I believe the biggest, most interesting, complex opportunities today are in applied AI. The models are so good already, yet the diffusion of innovation and real applications still lag. Our vision is to build the new OS of wealth intelligence from within one of the largest RIAs. We're building the entire AI stack — interfaces, harness, context, memory, evals, agents, models, workflows, data, knowledge. At our scale, AI should emphasize the personal touch. Our mission is our commitment to the financial wellbeing of our clients, and building enduring relationships that unify financial planning, investments, tax, retirement, insurance, estate, and more. I'm looking for builders who are extremely entrepreneurial, can simultaneously hold both the high level strategy and the 0 to 1, own the end to end experience, and establish foundational product strategy and process. If this is interesting to you and sounds like you, please reach out! The best way to stand out is to share something you've made. Product Manager hubs.li/Q04yWzzY0 Product Designer hubs.li/Q04yWzrr0 Software Engineer hubs.li/Q04yWzyx0
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Will Peng retweeted
wrote down some of the design thinking behind Grok Bot. persistent roles, clear state, scoped context, coordinated teams — an interface designed to move you from operating AI to delegating work. x.ai/news/designing-grok-bot
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Will Peng retweeted
Silo's finale is on Friday, here is an interactive visualisation Silo 18. Try it here: 3dscenes.qualityf2p.workers.…
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I can confirm this actually works!? For divergent design explorations
I'd always thought AI was terrible at design, but after reading today's 🤯 post by @anshuc, I realized I was just doing it wrong. "AI models are capable of amazing creativity, but that creativity gets stifled. LLMs are trained to be next-token predictors: they look at a sequence of text and predict what typically comes next. Great design is exactly the opposite of this. Great design bends the rules and delights users with memorable, unexpected choices." @anshuc led design and engineering teams at Apple for 12 years. In his words: "Most people only see 1% of AI's creative potential. I want to show you how to tap into the other 99%." His 8 techniques for breaking out of the 1%: 1. Use seed strings to inject variety 2. Be much more ambitious with your prompts 3. Create positive feedback loops with subagents 4. Use image generation to enrich designs 5. Use video generation 6. Cut out elements that don’t add value 7. Remove AI tells 8. Rewrite copy by hand Read the post here: lennysnewsletter.com/p/how-t… P.S. This design was made by AI 👇
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In January I was able to visit @joshleong and the team behind their beautiful cafe Ando. It's inspiring to see how far they've come and get the recognition they deserve!
Thanks for the feature @WSJ! The team is working very hard to make more Airforms right now here in Kailua, Hawaii. You can check out more here at airform.space. They are now delivering in Hawaii and California.
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For most of the last century, companies hired serious designers, illustrators, and artists for the most boring document they published: the annual report. I built an archive of 3000+ of them, spanning 1945-1991.
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Will Peng retweeted
In 1843, Elizabeth Barrett Browning wrote to a friend after seeing her first daguerreotype: “The very shadow of the person lying there fixed for ever! … I would rather have such a memorial of one I dearly loved, than the noblest artist’s work ever produced.” Our lives and homes are filled with things that once inspired similar awe. I tried to collect those feelings, in quotes like the one above, from people for whom what is now ordinary was brand new. A friar who met the inventor of eyeglasses, a founding father on the new smallpox vaccine, a woman in Iowa on her family’s first indoor bathroom. To look at a modern apartment through their eyes: ordinaryabundance.com
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Will Peng retweeted
I love dropping floor plans of houses in the Bay Area and asking LLMs to redesign in a different aesthetic, Kyoto in this case. Models have gotten phenomenal at 3D.
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I put a mic outside our house and it identifies birds that visit us. One of the most delightful projects I've built recently. Thank you @WarnerTeddy for open sourcing this! birds.williampeng.com/
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Former VC brings smart financial advice to people who really need it, instead of just the rich tcrn.ch/3eAgIGq by @bayareawriter
I shared my thoughts on fundraising amid market volatility and how at @northstarmoney we’ve seen financial wellness is countercyclical––much needed in good times, and even more needed during bad times: northstarmoney.com/blog/nort…
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I'm incredibly proud of all the @northstarmoney team has accomplished - 646% user growth since our Series A - 83% avg reduction in stress after working w/ Northstar - 100% retention of all employer clients We’re looking for talented people to join us! northstarmoney.com/careers
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Grateful for @bayareawriter for covering our story, values, and vision so well! We've been floored by the response from investors and customers, especially in this tough economic environment.
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We’re thrilled to share that we've secured $24.4M in funding to make financial guidance a universal benefit, to achieve our mission of bringing financial wellness to the 100%.
Former VC brings smart financial advice to people who really need it, instead of just the rich tcrn.ch/3eAgIGq by @bayareawriter
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It’s a big day at @northstarmoney! We’re proud to announce we’ve raised $24.4M in funding led by @GGVCapital with participation from PayPal Ventures, Thomson Reuters Ventures, @CanvasVC, and more. 💫 northstarmoney.com/blog/nort…
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Replying to @northstarmoney
@northstarmoney is a leader in a new benefits category focused on helping employees and their families make better money decisions, it's called Financial Wellness. We've seen it make a real impact on peoples' lives and added it to the Nava Benefits Search engine. Check it out!
You can now find Northstar in the @NavaBenefits Search Engine! ⭐️⭐️⭐️⭐️⭐️ app.navabenefits.com/vendors…
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It was an honor to take the stage at @hr_transform with @northstarmoney customers Sheila Krueger @Zoom and Lynee Luque @NerdWallet to talk about the ways we can support diverse teams by providing holistic financial guidance! #HRT2022
“Research from the American Staffing Association found that Black and Latinx employees are 2X as likely to be worried about their financial situation compared to white employees.” - @wp on the financial challenges diverse teams face #HRT2022 @hr_transform
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Finances can be considered a taboo topic, especially in the workplace. Join us tomorrow at @hr_transform to hear how @Zoom and @NerdWallet support diverse teams with varying levels of financial literacy. #HRT2022 hubs.ly/Q015R-7d0
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