Dr. Brad Klontz Email & Phone Number

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 Process enables us get a more comprehensive view of our Client’s risk tolerance and goals. Simply put, by leveraging our expertise in asset management, financial planning, and behavioral finance, we help Clients quantify what they have, calculate what they need, chart their course, avoid behavioral investment mistakes, and stay on track.

Omaha, Ne, Us

Faculty member of the Economics and Finance department at the Heider College of Business at Creighton University.

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 established the Financial Psychology Institute™ in response to interest in financial psychology and a desire for training from financial and mental health professionals.

Manhattan, Ks, Us

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

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.

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.

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.

Psy.D., Clinical Psychology

Master'S Certificate, Personal Financial Planning

M.S., Counseling & Human Resource Development

B.S., Psychology