Paul Bennett, Phd, Msf, Cfp®

Paul Bennett, Phd, Msf, Cfp® Email and Phone Number

CEO & Founder, DecisionMap Wealth Management || RIA Builder - M&A, Private Equity || Behavioral Finance Author || Bitcoin Advisor/Researcher || Advisory Board Member @ DecisionMap Wealth Management
Paul Bennett, Phd, Msf, Cfp®'s Location
Washington DC-Baltimore Area, United States
Paul Bennett, Phd, Msf, Cfp®'s Contact Details

Paul Bennett, Phd, Msf, Cfp® work email

Paul Bennett, Phd, Msf, Cfp® personal email

About Paul Bennett, Phd, Msf, Cfp®

Utilizing gamification, analytics, behavioral economics and finance, engaging not only your brain but also your heart, my fiduciary team and I help you make decisions that align with your goals and what you truly value in your financial life.With over 25 years of experience as a CERTIFIED FINANCIAL PLANNER™, I am also an author in the field of behavioral finance, which explores the psychological and emotional factors that influence human economic behavior and decision-making. My latest book, The Money Navigator, examines how you can overcome cognitive biases and emotional traps that can impair your financial well-being. Additionally, I am a Bitcoin advisor/researcher, and a business builder and value creator, having founded, merged and/or exited multiple independent Registered Investment Advisory and Financial Services firms.

Paul Bennett, Phd, Msf, Cfp®'s Current Company Details
DecisionMap Wealth Management

Decisionmap Wealth Management

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CEO & Founder, DecisionMap Wealth Management || RIA Builder - M&A, Private Equity || Behavioral Finance Author || Bitcoin Advisor/Researcher || Advisory Board Member
Paul Bennett, Phd, Msf, Cfp® Work Experience Details
  • Decisionmap Wealth Management
    Founder & Chief Executive Officer
    Decisionmap Wealth Management Oct 2023 - Present
    Washington D.C. Metro Area
  • Personal Finance Reimagined
    Advisory Board Member
    Personal Finance Reimagined Sep 2024 - Present
  • The Money Navigator
    Behavioral Finance Author
    The Money Navigator Jul 2012 - Present
    Washington Dc Metro Area
    This is Paul Bennett's third book, published in 2017:The road to financial well-being is complex. En route, you face an overwhelming variety of complicated choices--from deciding which job to take to determining how best to spend or save--that can impact your financial life in ways that are often difficult to predict.Author Paul Bennett knows there is no decision that is not connected to your financial well-being. With over twenty-five years of experience, as a CERTIFIED FINANCIAL PLANNER™ professional he also knows that navigating those decisions doesn't have to be so hard. The Money Navigator examines:- Key insights into human economic behavior- Reasons why investors make poor decisions- Why financial and insurance products are so misunderstood- How a Money Navigator--a full-scale CFP®--can help you invest well and manage your financial life with ease.​With fresh insights and real-life examples backed up by in-depth research, each chapter of The Money Navigator offers you practical takeaways for your particular situation, whether you find yourself on the cusp of retirement, are already retired, or are facing a life transition. Bennett's expert navigation and advice propels you toward the life you always imagined and equips you with the tools to attain your goals.
  • Registered Investment Advisor Builder
    Ria Builder (Mergers & Acquisitions, Private Equity)
    Registered Investment Advisor Builder 1995 - Present
    Washington D.C. Metro Area
    Paul Bennett has successfully founded, merged, acquired and exited multiple financial services companies, including independent registered investment advisory firms, a pension administration company and an advisor-focused mortgage brokerage.
  • Goldman Sachs
    Vice President | Co-Head Of Office
    Goldman Sachs Jul 2019 - Aug 2023
    Washington D.C. Metro Area
  • United Capital Financial Advisers, Llc
    Managing Director
    United Capital Financial Advisers, Llc 2013 - 2019
    Washington D.C. Metro Area
    Acquired by Goldman Sachs in 2019.
  • C5 Pension Administrators, Inc.
    Founder & Chief Executive Officer
    C5 Pension Administrators, Inc. 2008 - 2013
    Washington D.C. Metro Area
    Acquired in 2013.
  • C5 Wealth Management, Llc
    Founder & Managing Partner
    C5 Wealth Management, Llc 2006 - 2013
    Washington D.C. Metro Area
    Acquired by United Capital Financial Advisers, LLC in 2013.
  • Private Wealth Advisers, Llc
    Founder & Chief Executive Officer
    Private Wealth Advisers, Llc 2000 - 2006
    Washington D.C. Metro Area
    Merged to form c5 Wealth Management, LLC in 2006.
  • Trusted Advisers Mortgage, Llc
    Founder & Chief Executive Officer
    Trusted Advisers Mortgage, Llc 2002 - 2004
    Acquired by Access National Bank in 2004.
  • Mony Securities Corporation
    Managing Director
    Mony Securities Corporation 1998 - 2000
    Washington D.C. Metro Area
  • Bennett Financial Corporation
    Founder & President
    Bennett Financial Corporation 1995 - 2000
    Washington, D.C. Metro Area
    Merged to form Private Wealth Advisers, LLC in 2000.
  • John Hancock
    Manager | Financial Advisor
    John Hancock 1992 - 1998
    Washington D.C. Metro Area
  • Bank Of America
    Financial Analyst | Commercial Loan Officer
    Bank Of America 1989 - 1992
    Fort Lauderdale, Florida | Naples, Florida

Paul Bennett, Phd, Msf, Cfp® Skills

Finance Investments Financial Planning Asset Management Portfolio Management Financial Services Wealth Management Valuation Leadership Estate Planning Retirement Planning Wealth Mergers And Acquisitions Private Equity Investment Strategies Equities Alternative Investments Investment Management Behavioral Finance

Paul Bennett, Phd, Msf, Cfp® Education Details

Frequently Asked Questions about Paul Bennett, Phd, Msf, Cfp®

What company does Paul Bennett, Phd, Msf, Cfp® work for?

Paul Bennett, Phd, Msf, Cfp® works for Decisionmap Wealth Management

What is Paul Bennett, Phd, Msf, Cfp®'s role at the current company?

Paul Bennett, Phd, Msf, Cfp®'s current role is CEO & Founder, DecisionMap Wealth Management || RIA Builder - M&A, Private Equity || Behavioral Finance Author || Bitcoin Advisor/Researcher || Advisory Board Member.

What is Paul Bennett, Phd, Msf, Cfp®'s email address?

Paul Bennett, Phd, Msf, Cfp®'s email address is pa****@****ail.com

What is Paul Bennett, Phd, Msf, Cfp®'s direct phone number?

Paul Bennett, Phd, Msf, Cfp®'s direct phone number is +170375*****

What schools did Paul Bennett, Phd, Msf, Cfp® attend?

Paul Bennett, Phd, Msf, Cfp® attended Columbia University In The City Of New York, Smc University, Indiana University - Kelley School Of Business, University Of Florida, Bishop Verot Catholic High School.

What are some of Paul Bennett, Phd, Msf, Cfp®'s interests?

Paul Bennett, Phd, Msf, Cfp® has interest in Personal Financial Coaching, Decision Making Science, Investor Behavior, Behavioral Finance, Neuroeconomics, Financial Economics.

What skills is Paul Bennett, Phd, Msf, Cfp® known for?

Paul Bennett, Phd, Msf, Cfp® has skills like Finance, Investments, Financial Planning, Asset Management, Portfolio Management, Financial Services, Wealth Management, Valuation, Leadership, Estate Planning, Retirement Planning, Wealth.

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