Built by someone who understands the profession

Leo Zhu

Co-Founder & Chief Technical Builder

Leo founded PlannerPath at 17 after identifying three structural failures in the UK financial planning industry: an ageing workforce creating a talent shortage, a generation of capable candidates with no credible way to prove applied readiness, and a profession underprepared for the AI transition already reshaping back-office work.

At 16, Leo became one of the youngest holders of the LIBF Diploma in Financial Advice (Level 4) — a qualification typically held by practising financial advisers. That experience gave him a direct understanding of both the technical demands of the profession and the gap between formal qualification and applied competence.

PlannerPath is his answer to that gap. He designed and built the platform's full technical infrastructure — the simulation engine, the PCI scoring methodology, the employer and university dashboards, and the AI assessment framework — with the goal of creating a single, scalable end-to-end infrastructure that connects the next generation of paraplanning talent to the firms and institutions that need them.

Leo is 18 and based in the UK.