Dr. Brad Klontz, Psy.D., CFP®
4571 Broadway Street
Boulder, CO. 80304
Dr. Brad Klontz, Psy.D., CFP® is a Managing Principal of Your Mental Wealth Advisors
Dr Klontz is both a financial planner and a financial psychologist. He is an Associate Professor of Practice in Financial Psychology and Behavioral Finance at Creighton University’s Heider College of Business. He is a fellow of the American Psychological Association and a Former President of the Hawaii Psychological Association.
Dr. Klontz has a passion for helping individuals and families understand their views on money. His goal is to assist them throughout their financial transformation. He does this by providing ongoing guidance and financial planning advice. He is driven everyday to help people meet their financial and life goals.
Each Advisor at Your Mental Wealth Advisors receives training in behavioral finance and financial psychology. This allows us to extend the reach of Dr. Klontz’s work. All our Clients benefit from the Your Mental Wealth Advisors Discovery Process. All our Advisors have the necessary training to guide the process.
Dr. Klontz co-founded the Financial Psychology Institute™ in response to interest in financial psychology. He provides training for financial and mental health professionals.
More About Dr. Klontz
Dr. Klontz has received awards from the American Psychological Association and the Financial Planning Association for his work in the area of financial psychology.
He has partnered with organizations including Capital One, JP Morgan Chase and H&R Block in efforts to help raise public awareness around issues related to financial health and financial psychology.
Dr. Klontz’s work has been featured on ABC News’ 20/20, Good Morning America, and in USA Today, The Wall Street Journal, New York Times, Washington Post, Los Angeles Times, Time, Kiplinger’s, Money Magazine, NPR and many other media outlets and professional magazines and journals.
Financial Therapy: Theory, Research & Practice
Mind Over Money
Wired for Wealth
The Financial Wisdom of Ebenezer Scrooge
Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists