Paul Bennett, Phd, Msf, Cfp® Email and Phone Number
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Paul Bennett, Phd, Msf, Cfp® personal email
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Paul Bennett, Phd, Msf, Cfp® phone numbers
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.
Decisionmap Wealth Management
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Founder & Chief Executive OfficerDecisionmap Wealth Management Oct 2023 - PresentWashington D.C. Metro Area -
Advisory Board MemberPersonal Finance Reimagined Sep 2024 - Present -
Behavioral Finance AuthorThe Money Navigator Jul 2012 - PresentWashington Dc Metro AreaThis 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.
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Ria Builder (Mergers & Acquisitions, Private Equity)Registered Investment Advisor Builder 1995 - PresentWashington D.C. Metro AreaPaul 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.
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Vice President | Co-Head Of OfficeGoldman Sachs Jul 2019 - Aug 2023Washington D.C. Metro Area -
Managing DirectorUnited Capital Financial Advisers, Llc 2013 - 2019Washington D.C. Metro AreaAcquired by Goldman Sachs in 2019. -
Founder & Chief Executive OfficerC5 Pension Administrators, Inc. 2008 - 2013Washington D.C. Metro AreaAcquired in 2013.
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Founder & Managing PartnerC5 Wealth Management, Llc 2006 - 2013Washington D.C. Metro AreaAcquired by United Capital Financial Advisers, LLC in 2013.
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Founder & Chief Executive OfficerPrivate Wealth Advisers, Llc 2000 - 2006Washington D.C. Metro AreaMerged to form c5 Wealth Management, LLC in 2006.
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Founder & Chief Executive OfficerTrusted Advisers Mortgage, Llc 2002 - 2004Acquired by Access National Bank in 2004.
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Managing DirectorMony Securities Corporation 1998 - 2000Washington D.C. Metro Area -
Founder & PresidentBennett Financial Corporation 1995 - 2000Washington, D.C. Metro AreaMerged to form Private Wealth Advisers, LLC in 2000.
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Manager | Financial AdvisorJohn Hancock 1992 - 1998Washington D.C. Metro Area -
Financial Analyst | Commercial Loan OfficerBank Of America 1989 - 1992Fort Lauderdale, Florida | Naples, Florida
Paul Bennett, Phd, Msf, Cfp® Skills
Paul Bennett, Phd, Msf, Cfp® Education Details
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Applied Analytics - Postdoctoral Studies -
With Distinction Honors -
Liberal Arts And Sciences, General Studies And Humanities -
High School Diploma
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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