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Dr. Brad Klontz Email & Phone Number

Financial Psychologist | National Bestselling Author | 150M+ Video Views | Professor | CFP® at Your Mental Wealth Advisors
Location: Boulder, Colorado, United States 11 work roles 4 schools
1 work email found @klontzconsulting.com 1 phone found area 402 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@klontzconsulting.com
Direct phone (402) ***-****
LinkedIn Profile matched
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Current company
Role
Financial Psychologist | National Bestselling Author | 150M+ Video Views | Professor | CFP®
Location
Boulder, Colorado, United States

Who is Dr. Brad Klontz? Overview

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Quick answer

Dr. Brad Klontz is listed as Financial Psychologist | National Bestselling Author | 150M+ Video Views | Professor | CFP® at Your Mental Wealth Advisors, based in Boulder, Colorado, United States. AeroLeads shows a work email signal at klontzconsulting.com, phone signal with area code 402, and a matched LinkedIn profile for Dr. Brad Klontz.

Dr. Brad Klontz previously worked as Managing Principal at Your Mental Wealth Advisors and Associate Professor of Practice at Creighton University'S Heider College Of Business. Dr. Brad Klontz holds Psy.D., Clinical Psychology from Wright State University.

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*@klontzconsulting.com
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Profile bio

About Dr. Brad Klontz

I am a Financial Psychologist, Certified Financial Planner Practitioner, and Managing Principal at YMW Advisors, an independent, fee-only, Registered Investment Advisory firm. With over 15 years of experience in the field of financial psychology, I help clients understand and overcome their subconscious beliefs and patterns that affect their financial behaviors and decisions.I am also an Associate Professor of Practice at Creighton University's Heider College of Business, where I teach and conduct research on the psychology of financial planning, behavioral finance, money disorders, and financial wellness. I have authored or co-authored eight books and over 100 articles on these topics, and I have been featured in national and international media outlets such as The New York Times, The Wall Street Journal, USA Today, and CNBC. My mission is to increase the awareness and application of financial psychology to help individuals and organizations achieve their financial goals and live a life of abundance.

Listed skills include Strategic Financial Planning, Motivational Speaking, Public Speaking, Personal Development, and 8 others.

Current workplace

Dr. Brad Klontz's current company

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Your Mental Wealth Advisors
Your Mental Wealth Advisors
Financial Psychologist | National Bestselling Author | 150M+ Video Views | Professor | CFP®
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11 roles · 31 years

Dr. Brad Klontz work experience

A career timeline built from the work history available for this profile.

Managing Principal

Current

Burlingame, CA, US

Your Mental Wealth Advisors (OCCAM, LLC) is an independent, fee-only, Registered Investment Advisory firm. Your Mental Wealth Advisors recognizes that portfolios are influenced not just by economic factors, but also by market psychology. Our approach to asset management takes investor psychology into account, and the Your Mental Wealth Advisors Discovery.

Jan 2014 - Present

Founder

Current
Financial Psychology Institute™

The mission of the Financial Psychology Institute™ is to increase the understanding of how psychological factors impact financial behaviors, to establish evidenced-based practices for improving clients’ financial health, and to train financial and mental health professionals to work more effectively with clients.FoundersDr. Brad Klontz and Dr. Ted Klontz.

Nov 2014 - Present

Associate Clinical Professor In The Department Of Psychiatry

University Of Hawaii John A. Burns School Of Medicine
Jun 2016 - Jun 2019

Associate Professor

Manhattan, KS, US

Graduate Faculty member at the School of Family Studies and Human Services' Institute of Personal Financial Planning.

Mar 2010 - Nov 2015

Ceo

Klontz Consulting Group

Provide life, relationship and personal coaching and consultation services to individuals, families, and corporations to maximize potential for achieving success, enhancing relationships and achieving personal fullfillment and prosperity.

Dec 2005 - Nov 2014

Director Of Marketing & Associate Planner

Personal Financial Consultants
Oct 2011 - Oct 2013

Principal Investigator And Research Consultant

Eugene, OR, US

Northwest Media, Inc. creates innovative social learning and educational products focused on life skills training for at-risk youth in transition, parent training, and continuing education for service providers.

Jan 2007 - Dec 2012

Media Spokesperson & Director Of Research

Kansas City, MO, US

H&R Block Dollars & Sense is committed to increasing the financial fitness of high school students through donating more than $1 million in personal finance curriculum grants to high schools nationwide, rewarding high school students with college scholarships, and educating parents about how to talk to kids about money via www.hrblockdollarsandsense.com.

Aug 2009 - Aug 2012

Consultant

Onsite Workshops
1995 - 2009 ~14 yrs

President

Hawaii Psychological Association
Jan 2008 - Dec 2008
4 education records

Dr. Brad Klontz education

Psy.D., Clinical Psychology

Wright State University

Master'S Certificate, Personal Financial Planning

Kansas State University

M.S., Counseling & Human Resource Development

South Dakota State University

B.S., Psychology

Olivet Nazarene University
FAQ

Frequently asked questions about Dr. Brad Klontz

Quick answers generated from the profile data available on this page.

What company does Dr. Brad Klontz work for?

Dr. Brad Klontz works for Your Mental Wealth Advisors.

What is Dr. Brad Klontz's role at Your Mental Wealth Advisors?

Dr. Brad Klontz is listed as Financial Psychologist | National Bestselling Author | 150M+ Video Views | Professor | CFP® at Your Mental Wealth Advisors.

What is Dr. Brad Klontz's email address?

AeroLeads has found 1 work email signal at @klontzconsulting.com for Dr. Brad Klontz at Your Mental Wealth Advisors.

What is Dr. Brad Klontz's phone number?

AeroLeads has found 1 phone signal(s) with area code 402 for Dr. Brad Klontz at Your Mental Wealth Advisors.

Where is Dr. Brad Klontz based?

Dr. Brad Klontz is based in Boulder, Colorado, United States while working with Your Mental Wealth Advisors.

What companies has Dr. Brad Klontz worked for?

Dr. Brad Klontz has worked for Your Mental Wealth Advisors, Creighton University'S Heider College Of Business, Financial Psychology Institute™, University Of Hawaii John A. Burns School Of Medicine, and Kansas State University.

How can I contact Dr. Brad Klontz?

You can use AeroLeads to view verified contact signals for Dr. Brad Klontz at Your Mental Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Dr. Brad Klontz attend?

Dr. Brad Klontz holds Psy.D., Clinical Psychology from Wright State University.

What skills is Dr. Brad Klontz known for?

Dr. Brad Klontz is listed with skills including Strategic Financial Planning, Motivational Speaking, Public Speaking, Personal Development, Product Development, Personal Finance, Coaching, and Teaching.

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