FindMyAdvisor
FindMyAdvisor
Ongoing
2025-2026
FindMyAdvisor is a multi-role expert discovery and consultation platform that connects Advisors, Advisory Firms, Employers, and Employees. The platform simplifies advisor discovery, content access, and consultation workflows through a structured, data-driven experience.
The advisory ecosystem is fragmented — advisors struggle with visibility, employers lack structured ways to support employee growth, and users face friction in discovering credible experts and relevant content. Managing these needs across multiple user roles within a single platform introduced complexity in navigation, permissions, and workflows.
I designed a scalable, role-based platform that clearly separates experiences for Advisors, Firms, Employers, and Employees while maintaining a unified product ecosystem. The solution streamlined discovery, content engagement, and consultation flows through structured information architecture and consistent interaction patterns.
I followed a Design Thinking + Agile hybrid approach, working closely with product managers, developers, and QA to design and refine the platform end-to-end.
Defined user journeys and IA for four distinct user roles
Designed low- and high-fidelity flows for discovery, dashboards, and content
Made key UX decisions like role-based dashboards, structured filters, and simplified onboarding
Built reusable components aligned with Roxiler’s design standards
Supported sprint execution with UX clarifications and production-ready handoffs
Professionals seeking guidance want: relevant expertise, trust, flexible access, clear outcomes, and advisors who understand their specific career context — not generic coaching frameworks.
Most platforms today either operate as enterprise-scale coaching programs optimized for HR reporting, or as simple directories that stop at discovery. Very few guide users through goal definition → advisor matching → structured progress.
That gap — context-aware advisory journeys with a human-first UX — is where FindMyAdvisor positions itself.
The platform transformed a complex multi-role system into a clear, scalable experience. Structured navigation and consistent UI patterns improved usability and reduced ambiguity across user roles. The project strengthened my ability to design systems holistically while balancing user needs, business goals, and technical constraints.