Dr. Brad Klontz

Dr. Brad Klontz Email and Phone Number

Financial Psychologist | National Bestselling Author | 150M+ Video Views | Professor | CFP® @ Your Mental Wealth Advisors
Dr. Brad Klontz's Location
Boulder, Colorado, United States, United States
Dr. Brad Klontz's Contact Details

Dr. Brad Klontz personal email

Dr. Brad Klontz phone numbers

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.

Dr. Brad Klontz's Current Company Details
Your Mental Wealth Advisors

Your Mental Wealth Advisors

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Financial Psychologist | National Bestselling Author | 150M+ Video Views | Professor | CFP®
Dr. Brad Klontz Work Experience Details
  • Your Mental Wealth Advisors
    Managing Principal
    Your Mental Wealth Advisors Jan 2014 - Present
    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.
  • Creighton University'S Heider College Of Business
    Associate Professor Of Practice
    Creighton University'S Heider College Of Business Dec 2015 - Present
    Omaha, Ne, Us
    Faculty member of the Economics and Finance department at the Heider College of Business at Creighton University.
  • Financial Psychology Institute™
    Founder
    Financial Psychology Institute™ Nov 2014 - Present
    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.
  • University Of Hawaii John A. Burns School Of Medicine
    Associate Clinical Professor In The Department Of Psychiatry
    University Of Hawaii John A. Burns School Of Medicine Jun 2016 - Jun 2019
  • Kansas State University
    Associate Professor
    Kansas State University Mar 2010 - Nov 2015
    Manhattan, Ks, Us
    Graduate Faculty member at the School of Family Studies and Human Services' Institute of Personal Financial Planning.
  • Klontz Consulting Group
    Ceo
    Klontz Consulting Group Dec 2005 - Nov 2014
    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.
  • Personal Financial Consultants
    Director Of Marketing & Associate Planner
    Personal Financial Consultants Oct 2011 - Oct 2013
  • Northwest Media, Inc.
    Principal Investigator And Research Consultant
    Northwest Media, Inc. Jan 2007 - Dec 2012
    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.
  • H&R Block Dollars & Sense
    Media Spokesperson & Director Of Research
    H&R Block Dollars & Sense Aug 2009 - Aug 2012
    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.
  • Onsite Workshops
    Consultant
    Onsite Workshops 1995 - 2009
  • Hawaii Psychological Association
    President
    Hawaii Psychological Association Jan 2008 - Dec 2008

Dr. Brad Klontz Skills

Strategic Financial Planning Motivational Speaking Public Speaking Personal Development Product Development Personal Finance Coaching Teaching Leadership Development Strategic Planning Research Psychology

Dr. Brad Klontz Education Details

  • Wright State University
    Wright State University
    Clinical Psychology
  • Kansas State University
    Kansas State University
    Personal Financial Planning
  • South Dakota State University
    South Dakota State University
    Counseling & Human Resource Development
  • Olivet Nazarene University
    Olivet Nazarene University
    Psychology

Frequently Asked Questions about Dr. Brad Klontz

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 the current company?

Dr. Brad Klontz's current role is Financial Psychologist | National Bestselling Author | 150M+ Video Views | Professor | CFP®.

What is Dr. Brad Klontz's email address?

Dr. Brad Klontz's email address is br****@****ing.com

What is Dr. Brad Klontz's direct phone number?

Dr. Brad Klontz's direct phone number is (402) 280*****

What schools did Dr. Brad Klontz attend?

Dr. Brad Klontz attended Wright State University, Kansas State University, South Dakota State University, Olivet Nazarene University.

What are some of Dr. Brad Klontz's interests?

Dr. Brad Klontz has interest in Social Services, Psychology Of Personal Finance, Disordered Money Behaviors, Investing, Fishing, Tennis, Experiential Therapy.

What skills is Dr. Brad Klontz known for?

Dr. Brad Klontz has skills like Strategic Financial Planning, Motivational Speaking, Public Speaking, Personal Development, Product Development, Personal Finance, Coaching, Teaching, Leadership Development, Strategic Planning, Research, Psychology.

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