Dr. Dan Pallesen Cfp® Email & Phone Number

Dr. Dan is a behavioral finance expert who is passionate about helping others live their best lives. He is a licensed clinical psychologist, financial advisor, and CERTIFIED FINANCIAL PLANNER™ whose focus is in the field of Positive Psychology and Behavioral Finance. Dr. Dan’s approach with people is to focus on strengths and bring clarity to the issues of purpose and meaning in their lives. He has worked in various settings including counseling centers, private practice, military clinics, and even federal prisons.Currently, Dr. Dan is a Private Wealth Manager at Creative Planning, LLC. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Prior to this position, Dr. Dan was the Chief of Investor Behavior at Keystone Wealth Partners, LLC where he worked with clients, prospective clients, and other advisors to better understand their relationship with money.(The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.)